2023 Form 5500 filing — Cairn University 403(B) 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 20241014140136NAL0015063139001) for Cairn University 403(B) Plan, reported by Cairn University under EIN 23-0973290 and plan number 001. It reports 712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014140136NAL0015063139001
Filing year
2023
Form type
2
Plan sponsor
Cairn University
EIN
23-0973290
Plan number
001
Location
Langhorne, PA
Participants
712
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,054,412
Total liabilities (EOY)
$0
Net assets (EOY)
$19,054,412
Employer contributions
$215,474
Participant contributions
$518,928
Total income / additions
$3,414,552
Benefits paid
$1,408,691
Administrative expenses
$79,096
Total expenses
$1,487,787
Net increase / (decrease)
$1,926,765
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$38,606not reported in the loaded dataset
Retirement Plan Advisors, LLCNONE$35,378not reported in the loaded dataset

Related Form 5500 pages