University Of New Haven Retirement And 403(B) Savings Plan — Form 5500 plan (University Of New Haven)

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 New Haven Retirement And 403(B) Savings Plan is a benefit plan reported by University Of New Haven under EIN 06-0761704 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,775 participants and $292,522,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of New Haven
EIN
06-0761704
Plan number
002
Plan type
2
Location
West Haven, CT
Latest filing year
2023
Participants
1,775
End-of-year plan assets
$292,522,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,775H, C20250207153928NAL0013416385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$292,522,665
Total liabilities (EOY)
$0
Net assets (EOY)
$292,522,665
Net assets (BOY)
$260,063,925

Income & contributions

Employer contributions
$6,410,510
Participant contributions
$7,011,223
Total contributions
$16,897,587
Total income / additions
$53,441,598

Expenses & distributions

Benefits paid
$20,817,549
Administrative expenses
$165,309
Total expenses
$20,982,858
Net increase / (decrease)
$32,458,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Invest Inst Ops CoRECORDKEEPER$147,125$02023
Strategic Advisors, Inc.ADVISOR$18,184not reported in the loaded dataset2023

Related Form 5500 pages