Plan5500

Saint Francis University Retirement Plan — Form 5500 plan (Saint Francis 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, Saint Francis University Retirement Plan is a benefit plan reported by Saint Francis University under EIN 25-1024358 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,016 participants and $117,767,426 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Francis University
EIN
25-1024358
Plan number
004
Plan type
2
Location
Loretto, PA
Latest filing year
2023
Participants
1,016
End-of-year plan assets
$117,767,426

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,016H, C20241008111847NAL0016513313002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,767,426
Net assets (EOY)
$117,767,426
Net assets (BOY)
$105,394,969

Income & contributions

Employer contributions
$1,397,470
Participant contributions
$1,798,951
Total contributions
$3,397,061
Total income / additions
$19,197,516

Expenses & distributions

Benefits paid
$6,367,113
Administrative expenses
$446,913
Total expenses
$6,825,059
Net increase / (decrease)
$12,372,457

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaTPA$76,372$02023
Cornerstone Advisors Asset Mgmt., IINVESTMENT ADVISOR$32,758not reported in the loaded dataset2023
Young, Oakes, Brown & Co, PcAUDITOR$7,535not reported in the loaded dataset2023

Related Form 5500 pages