Devereux Defined Contribution Retirement Plan — Form 5500 plan (Devereux)
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, Devereux Defined Contribution Retirement Plan is a benefit plan reported by Devereux under EIN 23-1390618 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,170 participants and $566,046,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Devereux
- EIN
- 23-1390618
- Plan number
- 001
- Plan type
- 2
- Location
- Villanova, PA
- Latest filing year
- 2023
- Participants
- 19,170
- End-of-year plan assets
- $566,046,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,170 | H, C | 20240926134244NAL0001423362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $566,046,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $566,046,995
- Net assets (BOY)
- $511,593,956
Income & contributions
- Employer contributions
- $10,139,682
- Participant contributions
- $8,356,945
- Total contributions
- $19,002,841
- Total income / additions
- $88,014,420
Expenses & distributions
- Benefits paid
- $32,927,857
- Administrative expenses
- $539,717
- Total expenses
- $33,561,381
- Net increase / (decrease)
- $54,453,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $404,178 | $0 | 2023 |
| Janney Montgomery Scott,LLC | NONE | $104,390 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $19,635 | not reported in the loaded dataset | 2023 |
| Troutman Pepper Hamilton Sander Llp | NONE | $12,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Devereux
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Villanova, PA
- Tiaa — Schedule C compensation
- Janney Montgomery Scott,LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Troutman Pepper Hamilton Sander Llp — Schedule C compensation