2023 Form 5500 filing — Stonehill College 403(B) Retirement 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 20250212135318NAL0020582225001) for Stonehill College 403(B) Retirement Savings Plan, reported by Stonehill College under EIN 04-2104229 and plan number 001. It reports 1,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212135318NAL0020582225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stonehill College
- EIN
- 04-2104229
- Plan number
- 001
- Location
- North Easton, MA
- Participants
- 1,377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $225,183,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,183,071
- Employer contributions
- $2,937,058
- Participant contributions
- $3,354,653
- Total income / additions
- $32,468,812
- Benefits paid
- $13,000,845
- Administrative expenses
- $183,372
- Total expenses
- $13,184,217
- Net increase / (decrease)
- $19,284,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $104,430 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | NONE | $63,156 | $0 |
| Kreig Devault Llp | NONE | $14,428 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $408 | $0 |