2023 Form 5500 filing — Susquehanna University 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 20241001083545NAL0003136179001) for Susquehanna University Retirement Plan, reported by Susquehanna University under EIN 23-1353385 and plan number 001. It reports 1,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001083545NAL0003136179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Susquehanna University
- EIN
- 23-1353385
- Plan number
- 001
- Location
- Selinsgrove, PA
- Participants
- 1,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,838,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,838,022
- Employer contributions
- $2,430,645
- Participant contributions
- $2,431,868
- Total income / additions
- $24,469,359
- Benefits paid
- $10,731,530
- Administrative expenses
- $132,970
- Total expenses
- $10,865,079
- Net increase / (decrease)
- $13,604,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $66,374 | $0 |
| Cornerstone Advisors Asset Mgmt. | NONE | $40,895 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $12,600 | not reported in the loaded dataset |