Duquesne University 403(B) Defined Contribution Retirement Plan — Form 5500 plan (Duquesne University Of The Holy Spirit)

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, Duquesne University 403(B) Defined Contribution Retirement Plan is a benefit plan reported by Duquesne University Of The Holy Spirit under EIN 25-1035663 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,100 participants and $446,939,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duquesne University Of The Holy Spirit
EIN
25-1035663
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
5,100
End-of-year plan assets
$446,939,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,100H, C20241015060641NAL0048299248002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$446,939,659
Net assets (EOY)
$446,939,659
Net assets (BOY)
$402,301,375

Income & contributions

Employer contributions
$5,395,332
Participant contributions
$11,468,270
Total contributions
$19,203,688
Total income / additions
$75,219,882

Expenses & distributions

Benefits paid
$30,362,669
Administrative expenses
$149,588
Total expenses
$30,581,598
Net increase / (decrease)
$44,638,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityNONE$84,417$02023
Flexpath Strategies, LLCNONE$65,151not reported in the loaded dataset2023

Related Form 5500 pages