Seton Hill University 403(B) Plan — Form 5500 plan (Seton Hill 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, Seton Hill University 403(B) Plan is a benefit plan reported by Seton Hill University under EIN 25-0965557 and plan number 002. The latest loaded filing year is 2023. The filing reports 668 participants and $64,879,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seton Hill University
EIN
25-0965557
Plan number
002
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
668
End-of-year plan assets
$64,879,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023668H, C20250310112204NAL0009706259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,879,388
Net assets (EOY)
$64,879,388
Net assets (BOY)
$59,518,292

Income & contributions

Employer contributions
$1,465,445
Participant contributions
$1,571,314
Total contributions
$3,257,494
Total income / additions
$10,506,555

Expenses & distributions

Benefits paid
$5,128,824
Administrative expenses
$16,635
Total expenses
$5,145,459
Net increase / (decrease)
$5,361,096

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT MANAGER$16,635not reported in the loaded dataset2023

Related Form 5500 pages