2023 Form 5500 filing — Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc.
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 20241014092603NAL0026904337001) for Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc., reported by Auxiliary Services, State University College At Oswego, Inc. under EIN 15-0546396 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092603NAL0026904337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auxiliary Services, State University College At Oswego, Inc.
- EIN
- 15-0546396
- Plan number
- 001
- Location
- Oswego, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,899,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,899,647
- Employer contributions
- $500,000
- Participant contributions
- $57,758
- Total income / additions
- $2,181,182
- Benefits paid
- $874,370
- Administrative expenses
- $121,360
- Total expenses
- $995,730
- Net increase / (decrease)
- $1,185,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier Advisors, Inc. | NONE | $94,495 | $0 |
| Aetna Life Insurance Company | NONE | $15,624 | not reported in the loaded dataset |
| Exeter Trust Company | NONE | $11,241 | not reported in the loaded dataset |