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 Leo University Retirement Plan is a benefit plan reported by Saint Leo University under EIN 59-1237047 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,945 participants and $115,490,043 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,490,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,490,043
- Net assets (BOY)
- $111,749,714
Income & contributions
- Employer contributions
- $6,630
- Participant contributions
- $3,036,537
- Total contributions
- $3,078,674
- Total income / additions
- $18,747,351
Expenses & distributions
- Benefits paid
- $14,598,617
- Administrative expenses
- $354,307
- Total expenses
- $15,007,022
- Net increase / (decrease)
- $3,740,329