Juniata College Retirement Plan — Form 5500 plan (Juniata 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, Juniata College Retirement Plan is a benefit plan reported by Juniata College under EIN 23-1352652 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $130,918,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Juniata College
- EIN
- 23-1352652
- Plan number
- 001
- Plan type
- 2
- Location
- Huntingdon, PA
- Latest filing year
- 2023
- Participants
- 820
- End-of-year plan assets
- $130,918,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20241014102010NAL0014759971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,918,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,918,650
- Net assets (BOY)
- $120,045,588
Income & contributions
- Employer contributions
- $1,812,994
- Participant contributions
- $1,364,291
- Total contributions
- $3,374,110
- Total income / additions
- $19,439,930
Expenses & distributions
- Benefits paid
- $8,473,525
- Administrative expenses
- $104,589
- Total expenses
- $8,578,114
- Net increase / (decrease)
- $10,861,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cornerstone Advisors Asset Mgmt. | NONE | $59,111 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $39,318 | $0 | 2023 |
| Young, Oakes, Brown And Co., P.C. | NONE | $6,610 | not reported in the loaded dataset | 2023 |