Franciscan University Of Steubenville Defined Contribution Retirement Plan — Form 5500 plan (Franciscan University Of Steubenville)
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, Franciscan University Of Steubenville Defined Contribution Retirement Plan is a benefit plan reported by Franciscan University Of Steubenville under EIN 34-0714818 and plan number 001. The latest loaded filing year is 2023. The filing reports 669 participants and $96,771,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franciscan University Of Steubenville
- EIN
- 34-0714818
- Plan number
- 001
- Plan type
- 2
- Location
- Steubenville, OH
- Latest filing year
- 2023
- Participants
- 669
- End-of-year plan assets
- $96,771,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 669 | H, C | 20241014173559NAL0045511152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,771,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,771,987
- Net assets (BOY)
- $88,845,091
Income & contributions
- Employer contributions
- $1,700,428
- Participant contributions
- $1,585,237
- Total contributions
- $3,411,773
- Total income / additions
- $14,816,568
Expenses & distributions
- Benefits paid
- $6,728,026
- Administrative expenses
- $161,646
- Total expenses
- $6,889,672
- Net increase / (decrease)
- $7,926,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $56,521 | $0 | 2023 |
| Cbiz Investment Advisory Services | NONE | $47,740 | not reported in the loaded dataset | 2023 |