Lycoming College Retirement Plan — Form 5500 plan (Lycoming College)
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, Lycoming College Retirement Plan is a benefit plan reported by Lycoming College under EIN 24-0795965 and plan number 001. The latest loaded filing year is 2023. The filing reports 865 participants and $76,488,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lycoming College
- EIN
- 24-0795965
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsport, PA
- Latest filing year
- 2023
- Participants
- 865
- End-of-year plan assets
- $76,488,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 865 | H, C | 20240927151638NAL0001377123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,488,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,488,282
- Net assets (BOY)
- $69,484,890
Income & contributions
- Employer contributions
- $1,422,025
- Participant contributions
- $951,145
- Total contributions
- $2,399,757
- Total income / additions
- $11,931,401
Expenses & distributions
- Benefits paid
- $4,825,741
- Administrative expenses
- $102,268
- Total expenses
- $4,928,009
- Net increase / (decrease)
- $7,003,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | NONE | $72,646 | $0 | 2023 |
| Pentegra Services, Inc. | NONE | $15,372 | not reported in the loaded dataset | 2023 |
| New England Retirement Consultants, | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lycoming College
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Williamsport, PA
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- New England Retirement Consultants, — Schedule C compensation