Plan5500

Niagara University Defined Contribution Plan — Form 5500 plan (Niagara Univeristy)

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, Niagara University Defined Contribution Plan is a benefit plan reported by Niagara Univeristy under EIN 16-0755807 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,043 participants and $170,037,609 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Niagara Univeristy
EIN
16-0755807
Plan number
001
Plan type
2
Location
Niagara University, NY
Latest filing year
2023
Participants
1,043
End-of-year plan assets
$170,037,609

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,043H, C20241015093909NAL0014329667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,037,609
Net assets (EOY)
$170,037,609
Net assets (BOY)
$154,210,987

Income & contributions

Employer contributions
$2,281,020
Participant contributions
$2,908,051
Total contributions
$5,539,368
Total income / additions
$25,956,276

Expenses & distributions

Benefits paid
$10,076,267
Administrative expenses
$53,387
Total expenses
$10,129,654
Net increase / (decrease)
$15,826,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Axa Equitable Life Insurance CoRECORDKEEPER$473$63,9912023
Fiducient Advisors, LLCINVESTMENT ADVISOR$42,753not reported in the loaded dataset2023
Freed Maxick Cpas, P.C.PLAN AUDITOR$5,500not reported in the loaded dataset2023

Related Form 5500 pages