Lebanon Valley College Defined Contribution Plan — Form 5500 plan (Lebanon Valley College)
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, Lebanon Valley College Defined Contribution Plan is a benefit plan reported by Lebanon Valley College under EIN 23-1352354 and plan number 001. The latest loaded filing year is 2023. The filing reports 829 participants and $112,739,714 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$112.7MPlan net assets, end of year$112,739,714
Participants829Covered participants reported
Assets / participant$136KComputed: assets ÷ participants$135,995 (computed)
Provider compensation$42K1 Schedule C provider row(s)$41,970
- Plan sponsor
- Lebanon Valley College
- EIN
- 23-1352354
- Plan number
- 001
- Plan type
- 2
- Location
- Annville, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 829 | H, C | 20240718142407NAL0005945441002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$112.7M total assets
Net assets$112.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $112,739,714
- Net assets (EOY)
- $112,739,714
- Net assets (BOY)
- $100,163,647
Income & contributions
- Employer contributions
- $2,021,678
- Participant contributions
- $1,991,978
- Total contributions
- $4,087,660
- Total income / additions
- $18,920,587
Expenses & distributions
- Benefits paid
- $6,302,550
- Administrative expenses
- $41,970
- Total expenses
- $6,344,520
- Net increase / (decrease)
- $12,576,067
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
50%50%
Employer 50%Participant 50%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | PLAN ADMINISTRATOR | $41,970 | $0 | 2023 |