University Of Hartford Defined Contribution And Tax-Deferred Annuity Retirement Plan — Form 5500 plan (University Of Hartford)

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 Hartford Defined Contribution And Tax-Deferred Annuity Retirement Plan is a benefit plan reported by University Of Hartford under EIN 06-0731360 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,304 participants and $435,104,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Hartford
EIN
06-0731360
Plan number
001
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
Participants
2,304
End-of-year plan assets
$435,104,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,304H, C20241008124831NAL0009653459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$435,104,567
Total liabilities (EOY)
$0
Net assets (EOY)
$435,104,567
Net assets (BOY)
$396,495,292

Income & contributions

Employer contributions
$4,677,729
Participant contributions
$4,949,348
Total contributions
$12,200,598
Total income / additions
$64,893,548

Expenses & distributions

Benefits paid
$26,109,703
Administrative expenses
$174,570
Total expenses
$26,284,273
Net increase / (decrease)
$38,609,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$91,445$02023
Usi Consulting GroupNONE$42,625not reported in the loaded dataset2023
Cohnreznick LlpNONE$40,500not reported in the loaded dataset2023

Related Form 5500 pages