Plan5500

Lehigh University Retirement Plan — Form 5500 plan (Lehigh 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, Lehigh University Retirement Plan is a benefit plan reported by Lehigh University under EIN 24-0795445 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,816 participants and $825,947,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lehigh University
EIN
24-0795445
Plan number
001
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
4,816
End-of-year plan assets
$825,947,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,816H, C20240711074216NAL0024471808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$825,947,091
Total liabilities (EOY)
$0
Net assets (EOY)
$825,947,091
Net assets (BOY)
$741,475,422

Income & contributions

Employer contributions
$16,702,876
Participant contributions
$15,251,685
Total contributions
$33,641,814
Total income / additions
$136,397,493

Expenses & distributions

Benefits paid
$50,843,828
Administrative expenses
$1,093,909
Total expenses
$51,937,737
Net increase / (decrease)
$84,459,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$350,829$02023
Capfinancial Partners, LLCINVESTMENT MANAGER$79,568not reported in the loaded dataset2023
Zelenkofske Axelrod LLCAUDITOR$24,900not reported in the loaded dataset2023

Related Form 5500 pages