Stonehill College 403(B) Retirement Savings Plan — Form 5500 plan (Stonehill 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, Stonehill College 403(B) Retirement Savings Plan is a benefit plan reported by Stonehill College under EIN 04-2104229 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,377 participants and $225,183,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stonehill College
- EIN
- 04-2104229
- Plan number
- 001
- Plan type
- 2
- Location
- North Easton, MA
- Latest filing year
- 2023
- Participants
- 1,377
- End-of-year plan assets
- $225,183,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,377 | H, C | 20250212135318NAL0020582225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $225,183,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,183,071
- Net assets (BOY)
- $205,898,476
Income & contributions
- Employer contributions
- $2,937,058
- Participant contributions
- $3,354,653
- Total contributions
- $6,596,350
- Total income / additions
- $32,468,812
Expenses & distributions
- Benefits paid
- $13,000,845
- Administrative expenses
- $183,372
- Total expenses
- $13,184,217
- Net increase / (decrease)
- $19,284,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $104,430 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance And Annuity | NONE | $63,156 | $0 | 2023 |
| Kreig Devault Llp | NONE | $14,428 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $408 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stonehill College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in North Easton, MA
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Kreig Devault Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation