2023 Form 5500 filing — Pennsylvania Association Of Independent Colleges And Universities Multiple Employer 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 20241004152944NAL0023018914001) for Pennsylvania Association Of Independent Colleges And Universities Multiple Employer Plan, reported by The Governing Board Of The Pennsylvania Association Of under EIN 84-3430131 and plan number 333. It reports 4,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004152944NAL0023018914001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Governing Board Of The Pennsylvania Association Of
- EIN
- 84-3430131
- Plan number
- 333
- Location
- Harrisburg, PA
- Participants
- 4,088
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $413,316,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,316,029
- Employer contributions
- $6,033,088
- Participant contributions
- $5,007,187
- Total income / additions
- $56,489,650
- Benefits paid
- $18,332,839
- Administrative expenses
- $663,507
- Total expenses
- $18,996,346
- Net increase / (decrease)
- $37,493,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millenium Advisory Services, Inc | INVESTMENT PROVIDER | $233,475 | not reported in the loaded dataset |
| Tiaa | INVESTMENT ADVISOR | $178,356 | $0 |
| Planpilot | ADVISOR | $80,750 | not reported in the loaded dataset |
| Pentegra Services, Inc. | ADMINISTRATOR | $79,576 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $26,728 | not reported in the loaded dataset |
| Prm Consulting Inc | CONSULTING | $16,500 | not reported in the loaded dataset |
| Riggs,Cnslmn,Michaels & Downes Inc | INVESTMENT ADVISORY | $9,164 | not reported in the loaded dataset |
| Law Offices Of Allen T Steinberg Pc | ATTORNEY | $6,000 | not reported in the loaded dataset |
| Axa Equitable Life Insurance Co. | INVESTMENT ADVISOR | $0 | $0 |