2023 Form 5500 filing — Stevens Institute Of Technology Defined Contributi
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 20241015133926NAL0049660768003) for Stevens Institute Of Technology Defined Contributi, reported by Stevens Institute Of Technology under EIN 22-1487354 and plan number 001. It reports 2,270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133926NAL0049660768003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens Institute Of Technology
- EIN
- 22-1487354
- Plan number
- 001
- Location
- Hoboken, NJ
- Participants
- 2,270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $420,010,803
- Net assets (EOY)
- $420,010,803
- Employer contributions
- $8,598,908
- Participant contributions
- $10,494,664
- Total income / additions
- $72,463,081
- Benefits paid
- $21,366,933
- Administrative expenses
- $440,242
- Total expenses
- $21,809,792
- Net increase / (decrease)
- $50,653,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Insur. & Annuity Assoc. | PARTY-IN-INTEREST | $180,521 | $0 |
| Stevens Institute Of Technology | NONE | $149,790 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $108,750 | not reported in the loaded dataset |