2023 Form 5500 filing — Retirement Plan For Faculty, Administrative And Professional Employees Of University Of Scranton
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250313114854NAL0012711587001) for Retirement Plan For Faculty, Administrative And Professional Employees Of University Of Scranton, reported by University Of Scranton under EIN 24-0795495 and plan number 002. It reports 1,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$145.2MReported net assets$145,172,051
Participants1K1,016
Provider compensation$122.5K5 Schedule C row(s)$122,529
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313114854NAL0012711587001
- Plan sponsor
- University Of Scranton
- EIN
- 24-0795495
- Plan number
- 002
- Location
- Scranton, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$145.2M total assets
Net assets$145.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $145,172,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,172,051
- Employer contributions
- $4,591,686
- Total income / additions
- $25,564,678
- Benefits paid
- $6,340,536
- Administrative expenses
- $122,529
- Total expenses
- $6,463,065
- Net increase / (decrease)
- $19,101,613
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $93,924 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $28,605 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |