Assumption University Defined Contribution Retirement Plan — Form 5500 plan (Assumption 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, Assumption University Defined Contribution Retirement Plan is a benefit plan reported by Assumption University under EIN 04-2105776 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,194 participants and $137,223,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assumption University
- EIN
- 04-2105776
- Plan number
- 001
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 1,194
- End-of-year plan assets
- $137,223,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,194 | H, C | 20240927163923NAL0001202115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,223,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,223,550
- Net assets (BOY)
- $123,631,604
Income & contributions
- Employer contributions
- $1,820,039
- Participant contributions
- $2,184,810
- Total contributions
- $4,244,185
- Total income / additions
- $20,981,680
Expenses & distributions
- Benefits paid
- $7,232,259
- Administrative expenses
- $157,475
- Total expenses
- $7,389,734
- Net increase / (decrease)
- $13,591,946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $83,658 | $0 | 2023 |
| Fiduciary Investment Advisors LLC | NONE | $45,358 | not reported in the loaded dataset | 2023 |
| Stowe & Degon, LLC | NONE | $17,200 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $11,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Assumption University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Tiaa — Schedule C compensation
- Fiduciary Investment Advisors LLC — Schedule C compensation
- Stowe & Degon, LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation