Clarkson University Pension Plan — Form 5500 plan (Clarkson 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, Clarkson University Pension Plan is a benefit plan reported by Clarkson University under EIN 15-0543659 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,633 participants and $351,152,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clarkson University
EIN
15-0543659
Plan number
001
Plan type
2
Location
Potsdam, NY
Latest filing year
2023
Participants
1,633
End-of-year plan assets
$351,152,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,633H, C20241014072006NAL0026752513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$351,152,190
Total liabilities (EOY)
$0
Net assets (EOY)
$351,152,190
Net assets (BOY)
$321,441,861

Income & contributions

Employer contributions
$4,366,304
Participant contributions
$4,483,334
Total contributions
$9,876,059
Total income / additions
$51,454,125

Expenses & distributions

Benefits paid
$21,566,771
Administrative expenses
$176,327
Total expenses
$21,743,796
Net increase / (decrease)
$29,710,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$122,547$02023
Fiducient Advisors, LLCNONE$38,574not reported in the loaded dataset2023
Mcsoley Mccoy & CoNONE$13,556not reported in the loaded dataset2023

Related Form 5500 pages