Fairleigh Dickinson University Tax Deferred Annuity Plan — Form 5500 plan (Fairleigh Dickinson 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, Fairleigh Dickinson University Tax Deferred Annuity Plan is a benefit plan reported by Fairleigh Dickinson University under EIN 22-1494434 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,094 participants and $133,437,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fairleigh Dickinson University
EIN
22-1494434
Plan number
005
Plan type
2
Location
Teaneck, NJ
Latest filing year
2023
Participants
1,094
End-of-year plan assets
$133,437,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,094H, C20241003154442NAL0021081618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,437,078
Total liabilities (EOY)
$0
Net assets (EOY)
$133,437,078
Net assets (BOY)
$116,448,997

Income & contributions

Participant contributions
$3,486,431
Total contributions
$7,310,322
Total income / additions
$22,207,274

Expenses & distributions

Benefits paid
$5,160,475
Administrative expenses
$58,718
Total expenses
$5,219,193
Net increase / (decrease)
$16,988,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$40,891$02023
Fiducient Advisors, LLCNONE$10,582not reported in the loaded dataset2023
Cohnreznick LlpNONE$7,245not reported in the loaded dataset2023

Related Form 5500 pages