Saint Anselm College Defined Contribution Retirement Plan — Form 5500 plan (Saint Anselm College)
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, Saint Anselm College Defined Contribution Retirement Plan is a benefit plan reported by Saint Anselm College under EIN 02-0222182 and plan number 001. The latest loaded filing year is 2023. The filing reports 951 participants and $125,512,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Anselm College
- EIN
- 02-0222182
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $125,512,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241014085955NAL0013031555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,512,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,512,095
- Net assets (BOY)
- $112,595,335
Income & contributions
- Employer contributions
- $2,345,736
- Participant contributions
- $2,391,451
- Total contributions
- $5,228,098
- Total income / additions
- $20,971,300
Expenses & distributions
- Benefits paid
- $7,940,616
- Administrative expenses
- $113,924
- Total expenses
- $8,054,540
- Net increase / (decrease)
- $12,916,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $63,152 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $30,299 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil & Parker LLC | NONE | $20,300 | not reported in the loaded dataset | 2023 |