Plan5500

Saint Mary'S College Retirement Healthcare Savings Plan — Form 5500 plan (Saint 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 Retirement Healthcare Savings Plan is a benefit plan reported by Saint Mary'S College under EIN 35-0868158 and plan number 503. The latest loaded filing year is 2023. The filing reports 326 participants and $5,256,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Mary'S College
EIN
35-0868158
Plan number
503
Plan type
2
Location
Notre Dame, IN
Latest filing year
2023
Participants
326
End-of-year plan assets
$5,256,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20241014120004NAL0026094513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,256,218
Total liabilities (EOY)
$0
Net assets (EOY)
$5,256,218
Net assets (BOY)
$5,027,714

Income & contributions

Total contributions
$0
Total income / additions
$565,923

Expenses & distributions

Benefits paid
$309,403
Administrative expenses
$28,016
Total expenses
$337,419
Net increase / (decrease)
$228,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$16,516$02023
Insero & Co. Cpas LlpNONE$11,500not reported in the loaded dataset2023

Related Form 5500 pages