Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc. — Form 5500 plan (Auxiliary Services, State University College At Oswego, Inc.)
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, Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc. is a benefit plan reported by Auxiliary Services, State University College At Oswego, Inc. under EIN 15-0546396 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $13,899,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auxiliary Services, State University College At Oswego, Inc.
- EIN
- 15-0546396
- Plan number
- 001
- Plan type
- 2
- Location
- Oswego, NY
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $13,899,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241014092603NAL0026904337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,899,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,899,647
- Net assets (BOY)
- $12,714,195
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $57,758
- Total contributions
- $557,758
- Total income / additions
- $2,181,182
Expenses & distributions
- Benefits paid
- $874,370
- Administrative expenses
- $121,360
- Total expenses
- $995,730
- Net increase / (decrease)
- $1,185,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier Advisors, Inc. | NONE | $94,495 | $0 | 2023 |
| Aetna Life Insurance Company | NONE | $15,624 | not reported in the loaded dataset | 2023 |
| Exeter Trust Company | NONE | $11,241 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Auxiliary Services, State University College At Oswego, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oswego, NY
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Exeter Trust Company — Schedule C compensation