Wagner College Defined Contribution Retirement Plan — Form 5500 plan (Wagner College)

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, Wagner College Defined Contribution Retirement Plan is a benefit plan reported by Wagner College under EIN 13-5604699 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,054 participants and $132,980,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wagner College
EIN
13-5604699
Plan number
002
Plan type
2
Location
Staten Island, NY
Latest filing year
2023
Participants
1,054
End-of-year plan assets
$132,980,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,054H, C20241015165838NAL0058835570001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,980,766
Total liabilities (EOY)
$0
Net assets (EOY)
$132,980,766
Net assets (BOY)
$122,161,859

Income & contributions

Employer contributions
$1,747,398
Participant contributions
$1,529,527
Total contributions
$3,544,060
Total income / additions
$18,921,864

Expenses & distributions

Benefits paid
$8,044,271
Administrative expenses
$58,686
Total expenses
$8,102,957
Net increase / (decrease)
$10,818,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grant Thornton, LlpNONE$26,500not reported in the loaded dataset2023
Sentinel Pension AdvisorsNONE$26,250not reported in the loaded dataset2023
TiaaNONE$5,936$02023

Related Form 5500 pages