2023 Form 5500 filing — Holy Cross Retirement Plan For Nonexempt Employees
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 20250409140336NAL0010922851001) for Holy Cross Retirement Plan For Nonexempt Employees, reported by Trustees Of The College Of The Holy Cross under EIN 04-2103558 and plan number 002. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409140336NAL0010922851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The College Of The Holy Cross
- EIN
- 04-2103558
- Plan number
- 002
- Location
- Worcester, MA
- Participants
- 804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,979,875
- Net assets (EOY)
- $80,979,875
- Total income / additions
- $8,011,908
- Benefits paid
- $3,494,476
- Administrative expenses
- $522,209
- Total expenses
- $4,016,685
- Net increase / (decrease)
- $3,995,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer, Inc | NONE | $196,741 | not reported in the loaded dataset |
| Silchester International Investors | NONE | $168,064 | $0 |
| Fiducient Advisors | NONE | $50,650 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $23,697 | $0 |
| Verrill Dana | NONE | $5,873 | not reported in the loaded dataset |