Gannon University Defined Contribution Plan — Form 5500 plan (Gannon 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, Gannon University Defined Contribution Plan is a benefit plan reported by Gannon University under EIN 25-0496976 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,668 participants and $163,033,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gannon University
- EIN
- 25-0496976
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 1,668
- End-of-year plan assets
- $163,033,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,668 | H, C | 20241008150523NAL0030307504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,033,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,033,168
- Net assets (BOY)
- $146,231,394
Income & contributions
- Employer contributions
- $2,906,482
- Participant contributions
- $3,356,910
- Total contributions
- $7,203,827
- Total income / additions
- $28,402,670
Expenses & distributions
- Benefits paid
- $11,529,543
- Administrative expenses
- $71,353
- Total expenses
- $11,600,896
- Net increase / (decrease)
- $16,801,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co. | NONE | $24,878 | not reported in the loaded dataset | 2023 |
| Baker Tilly | NONE | $23,950 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $20,250 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $2,225 | $0 | 2023 |
| Fidelity Inv Inst Ops Co., Inc. | NONE | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gannon University
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Variable Annuity Life Insurance Co. — Schedule C compensation
- Baker Tilly — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Fidelity Inv Inst Ops Co., Inc. — Schedule C compensation