2023 Form 5500 filing — Saint Mary'S College Retirement Healthcare Savings 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 20241014120004NAL0026094513001) for Saint Mary'S College Retirement Healthcare Savings Plan, reported by Saint Mary'S College under EIN 35-0868158 and plan number 503. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120004NAL0026094513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Mary'S College
- EIN
- 35-0868158
- Plan number
- 503
- Location
- Notre Dame, IN
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,256,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,256,218
- Total income / additions
- $565,923
- Benefits paid
- $309,403
- Administrative expenses
- $28,016
- Total expenses
- $337,419
- Net increase / (decrease)
- $228,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $16,516 | $0 |
| Insero & Co. Cpas Llp | NONE | $11,500 | not reported in the loaded dataset |