Husson University Section 403(B) Retirement Plan — Form 5500 plan (Husson University)

Plain-English plan 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, Husson University Section 403(B) Retirement Plan is a benefit plan reported by Husson University under EIN 01-0271210 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,374 participants and $63,943,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Husson University
EIN
01-0271210
Plan number
001
Plan type
2
Location
Bangor, ME
Latest filing year
2023
Participants
1,374
End-of-year plan assets
$63,943,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,374H, C20240828082407NAL0006689187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,943,403
Net assets (EOY)
$63,943,403
Net assets (BOY)
$55,160,287

Income & contributions

Employer contributions
$1,232,587
Participant contributions
$1,784,895
Total contributions
$3,794,926
Total income / additions
$12,798,476

Expenses & distributions

Benefits paid
$3,920,305
Administrative expenses
$95,055
Total expenses
$4,015,360
Net increase / (decrease)
$8,783,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CoNONE$86,605$02023
Variable Annuity Life InsuranceNONE$9,035$02023

Related Form 5500 pages