Mount Saint Mary'S University 403(B) Retirement Pl — 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 403(B) Retirement Pl is a benefit plan reported by Mount Saint Mary'S University under EIN 95-1641455 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,158 participants and $111,713,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mount Saint Mary'S University
EIN
95-1641455
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
1,158
End-of-year plan assets
$111,713,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,158H, C20241002084346NAL0003899827005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,713,222
Total liabilities (EOY)
$1,507
Net assets (EOY)
$111,711,715
Net assets (BOY)
$99,014,749

Income & contributions

Employer contributions
$3,261,295
Participant contributions
$2,036,529
Total contributions
$6,837,029
Total income / additions
$21,378,027

Expenses & distributions

Benefits paid
$8,490,702
Administrative expenses
$188,214
Total expenses
$8,681,061
Net increase / (decrease)
$12,696,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-CrefRECORDKEEPER$165,953$02023
Benefit Financial Services GroupADVISOR$17,500not reported in the loaded dataset2023

Related Form 5500 pages