Plan5500

University Of Saint Joseph 403(B) Retirement Plan — Form 5500 plan (University Of Saint Joseph)

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, University Of Saint Joseph 403(B) Retirement Plan is a benefit plan reported by University Of Saint Joseph under EIN 06-0646829 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,639 participants and $127,562,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Saint Joseph
EIN
06-0646829
Plan number
001
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
Participants
1,639
End-of-year plan assets
$127,562,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,639H, C20241015125055NAL0056226114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,562,067
Total liabilities (EOY)
$0
Net assets (EOY)
$127,562,067
Net assets (BOY)
$115,772,407

Income & contributions

Employer contributions
$1,282,710
Participant contributions
$2,222,413
Total contributions
$3,946,688
Total income / additions
$19,233,936

Expenses & distributions

Benefits paid
$7,248,643
Administrative expenses
$195,633
Total expenses
$7,444,276
Net increase / (decrease)
$11,789,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaSERVICE PROVIDER$130,746$02023
Fiduciary Investment Advisors, LLCADVISOR$54,279not reported in the loaded dataset2023
The Angell Pension Group, Inc.TPA$11,282not reported in the loaded dataset2023

Related Form 5500 pages