2023 Form 5500 filing — Notre Dame De Namur University Dc 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 20250321161056NAL0008532417001) for Notre Dame De Namur University Dc Retirement Plan, reported by Notre Dame De Namur University under EIN 94-1156646 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321161056NAL0008532417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Notre Dame De Namur University
- EIN
- 94-1156646
- Plan number
- 001
- Location
- Belmont, CA
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,920,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,920,910
- Participant contributions
- $313,561
- Total income / additions
- $6,454,794
- Benefits paid
- $4,282,164
- Administrative expenses
- $39,070
- Total expenses
- $4,321,234
- Net increase / (decrease)
- $2,133,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $25,005 | $0 |
| Armanino Llp | ACCOUNTANT | $12,075 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $2,140 | not reported in the loaded dataset |