Retirement Plan For Saint Peters University And St. Peters Prep School — Form 5500 plan (Saint Peters 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, Retirement Plan For Saint Peters University And St. Peters Prep School is a benefit plan reported by Saint Peters University under EIN 22-1508627 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $33,237,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Peters University
- EIN
- 22-1508627
- Plan number
- 001
- Plan type
- 3
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $33,237,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20250407132940NAL0010111315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,237,443
- Total liabilities (EOY)
- $6,915
- Net assets (EOY)
- $33,230,528
- Net assets (BOY)
- $32,932,563
Income & contributions
- Employer contributions
- $1,566,333
- Total contributions
- $1,566,333
- Total income / additions
- $3,980,892
Expenses & distributions
- Benefits paid
- $3,117,559
- Administrative expenses
- $565,368
- Total expenses
- $3,682,927
- Net increase / (decrease)
- $297,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $113,669 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $36,581 | not reported in the loaded dataset | 2023 |
| First State Trust Co | NONE | $25,843 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Peters University
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Morgan Stanley — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- First State Trust Co — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation