2023 Form 5500 filing — Salve Regina University 403(B) 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 20240722140232NAL0017689376001) for Salve Regina University 403(B) Retirement Plan, reported by Salve Regina University under EIN 05-0259080 and plan number 001. It reports 901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722140232NAL0017689376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salve Regina University
- EIN
- 05-0259080
- Plan number
- 001
- Location
- Newport, RI
- Participants
- 901
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,437,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,437,832
- Employer contributions
- $2,342,345
- Participant contributions
- $2,411,714
- Total income / additions
- $18,859,807
- Benefits paid
- $7,695,787
- Administrative expenses
- $117,951
- Total expenses
- $7,814,751
- Net increase / (decrease)
- $11,045,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $73,576 | $0 |
| Global Retirement Partners, LLC | NONE | $29,375 | not reported in the loaded dataset |
| Mayer Hoffman Mccann Pc | NONE | $15,000 | not reported in the loaded dataset |