2023 Form 5500 filing — Iona University Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701123110NAL0004144017001) for Iona University Defined Contribution Retirement Plan, reported by Iona University under EIN 13-3508093 and plan number 003. It reports 1,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701123110NAL0004144017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iona University
- EIN
- 13-3508093
- Plan number
- 003
- Location
- New Rochelle, NY
- Participants
- 1,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,933,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,933,559
- Employer contributions
- $2,466,315
- Participant contributions
- $3,305,232
- Total income / additions
- $34,546,086
- Benefits paid
- $19,174,866
- Administrative expenses
- $153,723
- Total expenses
- $19,329,961
- Net increase / (decrease)
- $15,216,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $69,127 | $0 |
| Capfinancial Partners, LLC | NONE | $49,296 | not reported in the loaded dataset |
| Bdo Usa, P. C. | NONE | $35,300 | not reported in the loaded dataset |