2023 Form 5500 filing — Quinnipiac University Tax Deferred Annuity 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 20241014153324NAL0045118112001) for Quinnipiac University Tax Deferred Annuity Plan, reported by Quinnipiac University under EIN 06-0646701 and plan number 002. It reports 1,709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153324NAL0045118112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quinnipiac University
- EIN
- 06-0646701
- Plan number
- 002
- Location
- Hamden, CT
- Participants
- 1,709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,371,314
- Net assets (EOY)
- $217,371,314
- Participant contributions
- $8,073,739
- Total income / additions
- $35,997,816
- Benefits paid
- $13,354,412
- Administrative expenses
- $134,650
- Total expenses
- $13,489,062
- Net increase / (decrease)
- $22,508,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $73,790 | $0 |
| Capfinancial Partners, LLC | not reported in the loaded dataset | $24,900 | not reported in the loaded dataset |
| My Secure Advantage, Inc. | not reported in the loaded dataset | $15,487 | not reported in the loaded dataset |
| Quinnipiac University | not reported in the loaded dataset | $15,128 | not reported in the loaded dataset |