Immaculata University Defined Contribution Retirement Plan — Form 5500 plan (Immaculata 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, Immaculata University Defined Contribution Retirement Plan is a benefit plan reported by Immaculata University under EIN 23-1352648 and plan number 001. The latest loaded filing year is 2023. The filing reports 796 participants and $40,033,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Immaculata University
- EIN
- 23-1352648
- Plan number
- 001
- Plan type
- 2
- Location
- Immaculata, PA
- Latest filing year
- 2023
- Participants
- 796
- End-of-year plan assets
- $40,033,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 796 | H, C | 20241015081249NAL0014231747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,033,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,033,452
- Net assets (BOY)
- $35,666,554
Income & contributions
- Employer contributions
- $493,125
- Participant contributions
- $896,648
- Total contributions
- $1,558,186
- Total income / additions
- $6,777,073
Expenses & distributions
- Benefits paid
- $2,363,460
- Administrative expenses
- $46,715
- Total expenses
- $2,410,175
- Net increase / (decrease)
- $4,366,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Concord Advisory Group, Ltd | NONE | $25,125 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $21,315 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $500 | $0 | 2023 |