2023 Form 5500 filing — Saint Leo 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 20241016160728NAL0032019825001) for Saint Leo University Retirement Plan, reported by Saint Leo University under EIN 59-1237047 and plan number 003. It reports 2,945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016160728NAL0032019825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Leo University
- EIN
- 59-1237047
- Plan number
- 003
- Location
- Saint Leo, FL
- Participants
- 2,945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,490,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,490,043
- Employer contributions
- $6,630
- Participant contributions
- $3,036,537
- Total income / additions
- $18,747,351
- Benefits paid
- $14,598,617
- Administrative expenses
- $354,307
- Total expenses
- $15,007,022
- Net increase / (decrease)
- $3,740,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $335,059 | $0 |
| Variable Annuity Life Insurance Co. | NONE | $19,072 | $0 |