2023 Form 5500 filing — Saint Anselm 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 20241014085955NAL0013031555001) for Saint Anselm College Defined Contribution Retirement Plan, reported by Saint Anselm College under EIN 02-0222182 and plan number 001. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085955NAL0013031555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Anselm College
- EIN
- 02-0222182
- Plan number
- 001
- Location
- Manchester, NH
- Participants
- 951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,512,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,512,095
- Employer contributions
- $2,345,736
- Participant contributions
- $2,391,451
- Total income / additions
- $20,971,300
- Benefits paid
- $7,940,616
- Administrative expenses
- $113,924
- Total expenses
- $8,054,540
- Net increase / (decrease)
- $12,916,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $63,152 | $0 |
| Capfinancial Partners, LLC | NONE | $30,299 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker LLC | NONE | $20,300 | not reported in the loaded dataset |