2023 Form 5500 filing — University Of Hartford Defined Contribution And Tax-Deferred Annuity 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 20241008124831NAL0009653459001) for University Of Hartford Defined Contribution And Tax-Deferred Annuity Retirement Plan, reported by University Of Hartford under EIN 06-0731360 and plan number 001. It reports 2,304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008124831NAL0009653459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Hartford
- EIN
- 06-0731360
- Plan number
- 001
- Location
- West Hartford, CT
- Participants
- 2,304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $435,104,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $435,104,567
- Employer contributions
- $4,677,729
- Participant contributions
- $4,949,348
- Total income / additions
- $64,893,548
- Benefits paid
- $26,109,703
- Administrative expenses
- $174,570
- Total expenses
- $26,284,273
- Net increase / (decrease)
- $38,609,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $91,445 | $0 |
| Usi Consulting Group | NONE | $42,625 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $40,500 | not reported in the loaded dataset |