2023 Form 5500 filing — University Of New Haven Retirement And 403(B) Savings 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 20250207153928NAL0013416385001) for University Of New Haven Retirement And 403(B) Savings Plan, reported by University Of New Haven under EIN 06-0761704 and plan number 002. It reports 1,775 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207153928NAL0013416385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of New Haven
- EIN
- 06-0761704
- Plan number
- 002
- Location
- West Haven, CT
- Participants
- 1,775
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,522,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $292,522,665
- Employer contributions
- $6,410,510
- Participant contributions
- $7,011,223
- Total income / additions
- $53,441,598
- Benefits paid
- $20,817,549
- Administrative expenses
- $165,309
- Total expenses
- $20,982,858
- Net increase / (decrease)
- $32,458,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Invest Inst Ops Co | RECORDKEEPER | $147,125 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $18,184 | not reported in the loaded dataset |