Mercy University Retirement Plan — Form 5500 plan (Mercy 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, Mercy University Retirement Plan is a benefit plan reported by Mercy University under EIN 13-1967321 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,588 participants and $110,889,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercy University
EIN
13-1967321
Plan number
002
Plan type
2
Location
Dobbs Ferry, NY
Latest filing year
2023
Participants
1,588
End-of-year plan assets
$110,889,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,588H, C20241016165209NAL0060719970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$110,889,568
Total liabilities (EOY)
$0
Net assets (EOY)
$110,889,568
Net assets (BOY)
$100,064,327

Income & contributions

Employer contributions
$3,826,445
Total contributions
$3,836,296
Total income / additions
$17,478,432

Expenses & distributions

Benefits paid
$6,619,138
Administrative expenses
$34,053
Total expenses
$6,653,191
Net increase / (decrease)
$10,825,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cap Financial Partners,LLCNONE$33,750not reported in the loaded dataset2023
Tiaa Of AmericaNONE$258$02023
Empower Life & Annuity InsuranceNONE$150$02023

Related Form 5500 pages