Harrisburg University Of Science & Technology 403(B) Plan — Form 5500 plan (Harrisburg University Of Science & Technology)
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, Harrisburg University Of Science & Technology 403(B) Plan is a benefit plan reported by Harrisburg University Of Science & Technology under EIN 25-1900793 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $29,790,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harrisburg University Of Science & Technology
- EIN
- 25-1900793
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $29,790,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241010133724NAL0010033379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,790,143
- Net assets (EOY)
- $29,790,143
- Net assets (BOY)
- $21,713,660
Income & contributions
- Employer contributions
- $1,691,181
- Participant contributions
- $2,629,662
- Total contributions
- $4,879,283
- Total income / additions
- $9,000,437
Expenses & distributions
- Benefits paid
- $740,084
- Administrative expenses
- $172,772
- Total expenses
- $923,954
- Net increase / (decrease)
- $8,076,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance & Annuity | CUSTODIAN | $98,709 | $0 | 2023 |
| Cornerstone Advisors Asset Manageme | CUSTODIAN | $44,183 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research, Inc. | CUSTODIAN | $31,306 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harrisburg University Of Science & Technology
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Tiaa - Teachers Insurance & Annuity — Schedule C compensation
- Cornerstone Advisors Asset Manageme — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation