2023 Form 5500 filing — Retirement Plan For Saint Peters University And St. Peters Prep School
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 20250407132940NAL0010111315001) for Retirement Plan For Saint Peters University And St. Peters Prep School, reported by Saint Peters University under EIN 22-1508627 and plan number 001. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407132940NAL0010111315001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Saint Peters University
- EIN
- 22-1508627
- Plan number
- 001
- Location
- Jersey City, NJ
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,237,443
- Total liabilities (EOY)
- $6,915
- Net assets (EOY)
- $33,230,528
- Employer contributions
- $1,566,333
- Total income / additions
- $3,980,892
- Benefits paid
- $3,117,559
- Administrative expenses
- $565,368
- Total expenses
- $3,682,927
- Net increase / (decrease)
- $297,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $113,669 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | NONE | $36,581 | not reported in the loaded dataset |
| First State Trust Co | NONE | $25,843 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $230 | not reported in the loaded dataset |