Fairfield University Defined Contribution Retirement Plan — Form 5500 plan (Fairfield 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, Fairfield University Defined Contribution Retirement Plan is a benefit plan reported by Fairfield University under EIN 06-0646623 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,052 participants and $451,490,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fairfield University
EIN
06-0646623
Plan number
001
Plan type
2
Location
Fairfield, CT
Latest filing year
2023
Participants
2,052
End-of-year plan assets
$451,490,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,052H, C20240920175417NAL0007860753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$451,490,632
Total liabilities (EOY)
$0
Net assets (EOY)
$451,490,632
Net assets (BOY)
$403,194,260

Income & contributions

Employer contributions
$7,688,954
Participant contributions
$8,634,399
Total contributions
$19,487,837
Total income / additions
$76,938,467

Expenses & distributions

Benefits paid
$28,376,349
Administrative expenses
$265,746
Total expenses
$28,642,095
Net increase / (decrease)
$48,296,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Ins. & Annuity AsscN/A$166,701$02023
Fiducient AdvisorsN/A$80,240not reported in the loaded dataset2023
Clifton, Larson & Allen, LlpN/A$19,530not reported in the loaded dataset2023

Related Form 5500 pages