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, Utica University Defined Contribution Retirement Plan is a benefit plan reported by Utica University under EIN 16-1476258 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,709 participants and $142,031,663 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,031,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,031,663
- Net assets (BOY)
- $126,980,062
Income & contributions
- Employer contributions
- $2,633,836
- Participant contributions
- $2,473,059
- Total contributions
- $6,960,137
- Total income / additions
- $25,905,615
Expenses & distributions
- Benefits paid
- $10,770,032
- Administrative expenses
- $60,604
- Total expenses
- $10,854,014
- Net increase / (decrease)
- $15,051,601