2023 Form 5500 filing — Alfred University 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 20241014135756NAL0015058467001) for Alfred University Retirement Plan, reported by Alfred University under EIN 16-0743900 and plan number 001. It reports 1,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$141MReported net assets$141,002,969
Participants1.2K1,230
Provider compensation$85.5K4 Schedule C row(s)$85,479
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014135756NAL0015058467001
- Plan sponsor
- Alfred University
- EIN
- 16-0743900
- Plan number
- 001
- Location
- Alfred, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$141M total assets
Net assets$141MLiabilities$0
Full reported line items
- Total assets (EOY)
- $141,002,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,002,969
- Employer contributions
- $1,511,987
- Participant contributions
- $1,669,407
- Total income / additions
- $21,279,185
- Benefits paid
- $7,212,756
- Administrative expenses
- $85,523
- Total expenses
- $7,298,279
- Net increase / (decrease)
- $13,980,906
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $55,892 | $0 |
| Fiducient Advisors, LLC | NONE | $16,354 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $13,122 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $111 | $0 |