2023 Form 5500 filing — Mercyhurst University 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 20250220140922NAL0005284929001) for Mercyhurst University Defined Contribution Retirement Plan, reported by Mercyhurst University under EIN 25-0965430 and plan number 001. It reports 918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220140922NAL0005284929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercyhurst University
- EIN
- 25-0965430
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,449,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,449,562
- Employer contributions
- $509,727
- Participant contributions
- $1,294,520
- Total income / additions
- $14,003,493
- Benefits paid
- $5,394,615
- Administrative expenses
- $19,071
- Total expenses
- $5,415,608
- Net increase / (decrease)
- $8,587,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rsm Us, Llp | NONE | $18,000 | not reported in the loaded dataset |
| Tiaa | NONE | $1,071 | $0 |