Susquehanna University Retirement Plan — Form 5500 plan (Susquehanna 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, Susquehanna University Retirement Plan is a benefit plan reported by Susquehanna University under EIN 23-1353385 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,122 participants and $145,838,022 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Susquehanna University
EIN
23-1353385
Plan number
001
Plan type
2
Location
Selinsgrove, PA
Latest filing year
2023
Participants
1,122
End-of-year plan assets
$145,838,022

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,122H, C20241001083545NAL0003136179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$145,838,022
Total liabilities (EOY)
$0
Net assets (EOY)
$145,838,022
Net assets (BOY)
$132,224,828

Income & contributions

Employer contributions
$2,430,645
Participant contributions
$2,431,868
Total contributions
$5,011,501
Total income / additions
$24,469,359

Expenses & distributions

Benefits paid
$10,731,530
Administrative expenses
$132,970
Total expenses
$10,865,079
Net increase / (decrease)
$13,604,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$66,374$02023
Cornerstone Advisors Asset Mgmt.NONE$40,895not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$12,600not reported in the loaded dataset2023

Related Form 5500 pages