2023 Form 5500 filing — Marist College Defined Contribution 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 20241010195252NAL0011868547001) for Marist College Defined Contribution Retirement Plan, reported by Marist College under EIN 14-1442493 and plan number 001. It reports 1,882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010195252NAL0011868547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marist College
- EIN
- 14-1442493
- Plan number
- 001
- Location
- Poughkeepsie, NY
- Participants
- 1,882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,833,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,833,850
- Employer contributions
- $6,182,093
- Participant contributions
- $5,282,666
- Total income / additions
- $50,618,666
- Benefits paid
- $15,555,826
- Administrative expenses
- $249,124
- Total expenses
- $15,804,950
- Net increase / (decrease)
- $34,813,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $123,070 | $0 |
| Capfinancial Partners, LLC | NONE | $87,455 | not reported in the loaded dataset |
| Grant Thornton, Llp | NONE | $40,174 | not reported in the loaded dataset |