Saint Mary'S College Defined Contribution Retirement Plan — Form 5500 plan (St. Mary'S College)

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 Mary'S College Defined Contribution Retirement Plan is a benefit plan reported by St. Mary'S College under EIN 35-0868158 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,316 participants and $135,468,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Mary'S College
EIN
35-0868158
Plan number
001
Plan type
2
Location
Notre Dame, IN
Latest filing year
2023
Participants
1,316
End-of-year plan assets
$135,468,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,316H, C20241015085851NAL0055278194001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,468,812
Total liabilities (EOY)
$0
Net assets (EOY)
$135,468,812
Net assets (BOY)
$125,740,286

Income & contributions

Employer contributions
$1,988,524
Participant contributions
$1,726,736
Total contributions
$4,039,795
Total income / additions
$19,198,341

Expenses & distributions

Benefits paid
$9,414,136
Administrative expenses
$55,679
Total expenses
$9,469,815
Net increase / (decrease)
$9,728,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Planpilot, LLCNONE$39,659not reported in the loaded dataset2023
TiaaNONE$11,226$02023

Related Form 5500 pages