2023 Form 5500 filing — Gannon University Defined Contribution 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 20241008150523NAL0030307504001) for Gannon University Defined Contribution Plan, reported by Gannon University under EIN 25-0496976 and plan number 001. It reports 1,668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150523NAL0030307504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gannon University
- EIN
- 25-0496976
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 1,668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,033,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,033,168
- Employer contributions
- $2,906,482
- Participant contributions
- $3,356,910
- Total income / additions
- $28,402,670
- Benefits paid
- $11,529,543
- Administrative expenses
- $71,353
- Total expenses
- $11,600,896
- Net increase / (decrease)
- $16,801,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Co. | NONE | $24,878 | not reported in the loaded dataset |
| Baker Tilly | NONE | $23,950 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $20,250 | not reported in the loaded dataset |
| Tiaa | NONE | $2,225 | $0 |
| Fidelity Inv Inst Ops Co., Inc. | NONE | $50 | $0 |