Sacred Heart University Defined Contribution Plan — Form 5500 plan (Sacred Heart University Incorporated)
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, Sacred Heart University Defined Contribution Plan is a benefit plan reported by Sacred Heart University Incorporated under EIN 06-0776644 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,381 participants and $271,673,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sacred Heart University Incorporated
- EIN
- 06-0776644
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, CT
- Latest filing year
- 2023
- Participants
- 2,381
- End-of-year plan assets
- $271,673,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,381 | H, C | 20241011124834NAL0022768465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,673,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,673,914
- Net assets (BOY)
- $232,959,627
Income & contributions
- Employer contributions
- $6,457,734
- Participant contributions
- $7,029,016
- Total contributions
- $15,654,822
- Total income / additions
- $50,902,015
Expenses & distributions
- Benefits paid
- $11,765,177
- Administrative expenses
- $412,067
- Total expenses
- $12,187,728
- Net increase / (decrease)
- $38,714,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $331,330 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $51,420 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $14,631 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | NONE | $12,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sacred Heart University Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Fairfield, CT
- Tiaa — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Pasi, LLC — Schedule C compensation