Mount Saint Mary College Defined Contribution Plan — Form 5500 plan (Mount Saint Mary 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, Mount Saint Mary College Defined Contribution Plan is a benefit plan reported by Mount Saint Mary College under EIN 14-1468399 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $91,481,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mount Saint Mary College
- EIN
- 14-1468399
- Plan number
- 001
- Plan type
- 2
- Location
- Newburgh, NY
- Latest filing year
- 2023
- Participants
- 639
- End-of-year plan assets
- $91,481,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 639 | H, C | 20241011140634NAL0044546450001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,481,832
- Net assets (EOY)
- $91,481,832
- Net assets (BOY)
- $83,758,797
Income & contributions
- Employer contributions
- $804,310
- Participant contributions
- $1,541,271
- Total contributions
- $2,516,306
- Total income / additions
- $13,544,347
Expenses & distributions
- Benefits paid
- $5,723,718
- Administrative expenses
- $97,594
- Total expenses
- $5,821,312
- Net increase / (decrease)
- $7,723,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Focused Wealth Management, Inc. | NONE | $60,912 | not reported in the loaded dataset | 2023 |
| Prager Metis | NONE | $19,450 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $16,936 | $0 | 2023 |