2023 Form 5500 filing — Tiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes University
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 20240910081335NAL0005404609001) for Tiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes University, reported by Wilkes University under EIN 24-0795506 and plan number 001. It reports 1,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910081335NAL0005404609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilkes University
- EIN
- 24-0795506
- Plan number
- 001
- Location
- Wilkes-Barre, PA
- Participants
- 1,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $205,033,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $205,033,107
- Employer contributions
- $2,313,365
- Participant contributions
- $2,816,992
- Total income / additions
- $32,095,223
- Benefits paid
- $10,211,572
- Administrative expenses
- $78,946
- Total expenses
- $10,318,753
- Net increase / (decrease)
- $21,776,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $45,668 | not reported in the loaded dataset |
| Schneider Downs & Co., Inc. | NONE | $27,418 | not reported in the loaded dataset |
| Tiaa | NONE | $2,200 | $0 |