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, Iona University Defined Contribution Retirement Plan is a benefit plan reported by Iona University under EIN 13-3508093 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,351 participants and $228,933,559 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,933,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,933,559
- Net assets (BOY)
- $213,717,434
Income & contributions
- Employer contributions
- $2,466,315
- Participant contributions
- $3,305,232
- Total contributions
- $7,637,426
- Total income / additions
- $34,546,086
Expenses & distributions
- Benefits paid
- $19,174,866
- Administrative expenses
- $153,723
- Total expenses
- $19,329,961
- Net increase / (decrease)
- $15,216,125