Franklin Pierce University Defined Contribution Retirement Plan — Form 5500 plan (Franklin Pierce University)

Plain-English plan 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, Franklin Pierce University Defined Contribution Retirement Plan is a benefit plan reported by Franklin Pierce University under EIN 02-0263136 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,010 participants and $60,760,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franklin Pierce University
EIN
02-0263136
Plan number
001
Plan type
2
Location
Rindge, NH
Latest filing year
2023
Participants
1,010
End-of-year plan assets
$60,760,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,010H, C20240729122907NAL0029737472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,760,254
Net assets (EOY)
$60,760,254
Net assets (BOY)
$54,503,255

Income & contributions

Employer contributions
$792,889
Participant contributions
$1,045,463
Total contributions
$2,486,295
Total income / additions
$10,249,715

Expenses & distributions

Benefits paid
$3,951,487
Administrative expenses
$41,229
Total expenses
$3,992,716
Net increase / (decrease)
$6,256,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$39,080$02023
Variable Annuity Life Insurance Co.RECORDKEEPER$2,149$02023

Related Form 5500 pages