2023 Form 5500 filing — Messiah 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 20240801160022NAL0023136241001) for Messiah University Defined Contribution Retirement Plan, reported by Messiah University under EIN 23-1352661 and plan number 001. It reports 2,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801160022NAL0023136241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Messiah University
- EIN
- 23-1352661
- Plan number
- 001
- Location
- Mechanicsburg, PA
- Participants
- 2,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,207,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,207,599
- Employer contributions
- $2,421,824
- Participant contributions
- $3,053,765
- Total income / additions
- $28,545,861
- Benefits paid
- $14,268,172
- Administrative expenses
- $421,984
- Total expenses
- $14,690,156
- Net increase / (decrease)
- $13,855,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $271,984 | $4,562 |
| Cambridge Investment Research, Inc. | NONE | $150,000 | not reported in the loaded dataset |