Misericordia University Tax-Deferred Annuity Retirement Plan — Form 5500 plan (Misericordia 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, Misericordia University Tax-Deferred Annuity Retirement Plan is a benefit plan reported by Misericordia University under EIN 24-0795406 and plan number 002. The latest loaded filing year is 2023. The filing reports 706 participants and $89,888,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Misericordia University
- EIN
- 24-0795406
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, PA
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $89,888,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20240930061133NAL0002458211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,888,078
- Net assets (EOY)
- $89,888,078
- Net assets (BOY)
- $75,891,798
Income & contributions
- Employer contributions
- $1,704,518
- Participant contributions
- $1,960,228
- Total contributions
- $4,051,896
- Total income / additions
- $16,760,472
Expenses & distributions
- Benefits paid
- $2,703,015
- Administrative expenses
- $58,154
- Total expenses
- $2,764,192
- Net increase / (decrease)
- $13,996,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | not reported in the loaded dataset | $52,976 | not reported in the loaded dataset | 2023 |