Quinnipiac University Tax Deferred Annuity Plan — Form 5500 plan (Quinnipiac 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, Quinnipiac University Tax Deferred Annuity Plan is a benefit plan reported by Quinnipiac University under EIN 06-0646701 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,709 participants and $217,371,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quinnipiac University
- EIN
- 06-0646701
- Plan number
- 002
- Plan type
- 2
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 1,709
- End-of-year plan assets
- $217,371,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,709 | H, C | 20241014153324NAL0045118112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $217,371,314
- Net assets (EOY)
- $217,371,314
- Net assets (BOY)
- $194,873,011
Income & contributions
- Participant contributions
- $8,073,739
- Total contributions
- $11,658,755
- Total income / additions
- $35,997,816
Expenses & distributions
- Benefits paid
- $13,354,412
- Administrative expenses
- $134,650
- Total expenses
- $13,489,062
- Net increase / (decrease)
- $22,508,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $73,790 | $0 | 2023 |
| Capfinancial Partners, LLC | not reported in the loaded dataset | $24,900 | not reported in the loaded dataset | 2023 |
| My Secure Advantage, Inc. | not reported in the loaded dataset | $15,487 | not reported in the loaded dataset | 2023 |
| Quinnipiac University | not reported in the loaded dataset | $15,128 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quinnipiac University
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hamden, CT
- Tiaa — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- My Secure Advantage, Inc. — Schedule C compensation
- Quinnipiac University — Schedule C compensation