2023 Form 5500 filing — Wagner College Defined Contribution 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 20241015165838NAL0058835570001) for Wagner College Defined Contribution Retirement Plan, reported by Wagner College under EIN 13-5604699 and plan number 002. It reports 1,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015165838NAL0058835570001
Filing year
2023
Form type
2
Plan sponsor
Wagner College
EIN
13-5604699
Plan number
002
Location
Staten Island, NY
Participants
1,054
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$132,980,766
Total liabilities (EOY)
$0
Net assets (EOY)
$132,980,766
Employer contributions
$1,747,398
Participant contributions
$1,529,527
Total income / additions
$18,921,864
Benefits paid
$8,044,271
Administrative expenses
$58,686
Total expenses
$8,102,957
Net increase / (decrease)
$10,818,907
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Grant Thornton, LlpNONE$26,500not reported in the loaded dataset
Sentinel Pension AdvisorsNONE$26,250not reported in the loaded dataset
TiaaNONE$5,936$0

Related Form 5500 pages