Plan5500

Saint Francis University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Francis University (EIN 25-1024358) is a plan sponsor located in Loretto, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-1024358
Location
Loretto, PA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$117.8MSummed across loaded plans$117,767,426
Total reported assets$117.8M$117,767,426
Total reported participants1.4K1,355
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$117.8M total assets
Net assets$117.8MLiabilities—
Contributions & income
Employer contributions$1.4M
Participant contributions$1.8M
Total income / additions$19.2M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.8M
Net increase / (decrease)$12.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Saint Francis University Retirement Plan
Participants per plan678Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Saint Francis University Retirement Plan$117.8M
    Plan #004 · 1,016 participants · 2023
  2. 2
    Saint Francis University Welfare Wrap Plannot reported in the loaded dataset
    Plan #510 · 339 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Saint Francis University
YearPlanParticipantsSchedulesFiling
2023Saint Francis University Retirement Plan1,016H, C20241008111847NAL0016513313002
2023Saint Francis University Welfare Wrap Plan339—20251023144616NAL0006725058001

Related Form 5500 pages