Messiah University Defined Contribution Retirement Plan — Form 5500 plan (Messiah 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, Messiah University Defined Contribution Retirement Plan is a benefit plan reported by Messiah University under EIN 23-1352661 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,172 participants and $162,207,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Messiah University
EIN
23-1352661
Plan number
001
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
2,172
End-of-year plan assets
$162,207,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,172H, C20240801160022NAL0023136241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,207,599
Total liabilities (EOY)
$0
Net assets (EOY)
$162,207,599
Net assets (BOY)
$148,351,894

Income & contributions

Employer contributions
$2,421,824
Participant contributions
$3,053,765
Total contributions
$5,611,987
Total income / additions
$28,545,861

Expenses & distributions

Benefits paid
$14,268,172
Administrative expenses
$421,984
Total expenses
$14,690,156
Net increase / (decrease)
$13,855,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$271,984$4,5622023
Cambridge Investment Research, Inc.NONE$150,000not reported in the loaded dataset2023

Related Form 5500 pages