Saint Vincent Retirement Plan — Form 5500 plan (Saint Vincent 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, Saint Vincent Retirement Plan is a benefit plan reported by Saint Vincent College under EIN 25-0964126 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $74,696,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Vincent College
- EIN
- 25-0964126
- Plan number
- 001
- Plan type
- 2
- Location
- Latrobe, PA
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $74,696,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20240926114413NAL0000702369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,696,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,696,431
- Net assets (BOY)
- $66,806,855
Income & contributions
- Employer contributions
- $1,199,193
- Participant contributions
- $1,265,512
- Total contributions
- $2,545,530
- Total income / additions
- $11,667,926
Expenses & distributions
- Benefits paid
- $3,749,479
- Administrative expenses
- $4,373
- Total expenses
- $3,778,350
- Net increase / (decrease)
- $7,889,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $4,373 | $0 | 2023 |