2023 Form 5500 filing — Saint Augustines University Employees Pension 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 20250501142046NAL0003237729001) for Saint Augustines University Employees Pension Plan, reported by Saint Augustines University under EIN 54-1107332 and plan number 003. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501142046NAL0003237729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Augustines University
- EIN
- 54-1107332
- Plan number
- 003
- Location
- Raleigh, NC
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,655,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,655,008
- Total income / additions
- $1,803,696
- Benefits paid
- $976,921
- Administrative expenses
- $380,630
- Total expenses
- $1,357,551
- Net increase / (decrease)
- $446,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust | NONE | $57,905 | not reported in the loaded dataset |
| Fund Direct Advisors | NONE | $25,000 | not reported in the loaded dataset |