2023 Form 5500 filing — Sacred Heart 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 20241011124834NAL0022768465001) for Sacred Heart University Defined Contribution Plan, reported by Sacred Heart University Incorporated under EIN 06-0776644 and plan number 002. It reports 2,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124834NAL0022768465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sacred Heart University Incorporated
- EIN
- 06-0776644
- Plan number
- 002
- Location
- Fairfield, CT
- Participants
- 2,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $271,673,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,673,914
- Employer contributions
- $6,457,734
- Participant contributions
- $7,029,016
- Total income / additions
- $50,902,015
- Benefits paid
- $11,765,177
- Administrative expenses
- $412,067
- Total expenses
- $12,187,728
- Net increase / (decrease)
- $38,714,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $331,330 | $0 |
| Fiducient Advisors LLC | NONE | $51,420 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $14,631 | not reported in the loaded dataset |
| Pasi, LLC | NONE | $12,300 | not reported in the loaded dataset |