2023 Form 5500 filing — Bay Path 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 20241001144828NAL0007314577001) for Bay Path University 403(B) Retirement Plan, reported by Bay Path University under EIN 04-2103865 and plan number 003. It reports 1,306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$59.4MReported net assets$59,369,783

Participants1.3K1,306

Provider compensation$93.7K2 Schedule C row(s)$93,683

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001144828NAL0007314577001
Plan sponsor: Bay Path University
EIN: 04-2103865
Plan number: 003
Location: Longmeadow, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$59.4M total assets

Net assets$59.4MLiabilities$0

Money in vs. money out

Total income / additions$11.3M

Total expenses$2.6M

Benefits paid / distributions$2.4M

Contributions

Employer$1.7M

Participant$1.7M

Full reported line items

Total assets (EOY): $59,369,783
Total liabilities (EOY): $0
Net assets (EOY): $59,369,783
Employer contributions: $1,687,623
Participant contributions: $1,716,958
Total income / additions: $11,268,847
Benefits paid: $2,447,736
Administrative expenses: $92,333
Total expenses: $2,558,248
Net increase / (decrease): $8,710,599

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Tiaa-Teachers Ins & Annuity Assoc$61.1K
CONTRACT ADMINISTRATOR · Direct $61.1K · Indirect $0
2
Fiducient Advisors$32.6K
ADVISORY · Direct $32.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001144828NAL0007314577001 cover?: It is the 2023 Form 5500 filing for Bay Path University 403(B) Retirement Plan, reported by Bay Path University (EIN 04-2103865).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).