2023 Form 5500 filing — Mount Saint Mary'S University 403(B) Retirement Pl
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 20241002084346NAL0003899827005) for Mount Saint Mary'S University 403(B) Retirement Pl, reported by Mount Saint Mary'S University under EIN 95-1641455 and plan number 001. It reports 1,158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002084346NAL0003899827005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Saint Mary'S University
- EIN
- 95-1641455
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 1,158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,713,222
- Total liabilities (EOY)
- $1,507
- Net assets (EOY)
- $111,711,715
- Employer contributions
- $3,261,295
- Participant contributions
- $2,036,529
- Total income / additions
- $21,378,027
- Benefits paid
- $8,490,702
- Administrative expenses
- $188,214
- Total expenses
- $8,681,061
- Net increase / (decrease)
- $12,696,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $165,953 | $0 |
| Benefit Financial Services Group | ADVISOR | $17,500 | not reported in the loaded dataset |