Mount Saint Mary'S University Defined Contribution Retirement Plan — Form 5500 plan (Mount Saint Mary'S University)

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, Mount Saint Mary'S University Defined Contribution Retirement Plan is a benefit plan reported by Mount Saint Mary'S University under EIN 52-0591672 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,776 participants and $97,798,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mount Saint Mary'S University
EIN
52-0591672
Plan number
001
Plan type
2
Location
Emmitsburg, MD
Latest filing year
2023
Participants
1,776
End-of-year plan assets
$97,798,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,776H, C20241015171313NAL0049078480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,798,805
Total liabilities (EOY)
$0
Net assets (EOY)
$97,798,805
Net assets (BOY)
$85,344,347

Income & contributions

Employer contributions
$1,519,727
Participant contributions
$2,224,625
Total contributions
$4,029,959
Total income / additions
$16,276,405

Expenses & distributions

Benefits paid
$3,803,469
Administrative expenses
$18,478
Total expenses
$3,821,947
Net increase / (decrease)
$12,454,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesADVISOR$11,235not reported in the loaded dataset2023
Cbiz Financial Solutions, Inc.SERVICE PROVIDER$7,243not reported in the loaded dataset2023

Related Form 5500 pages