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, Mercy University Tax Deferred Annuity Plan is a benefit plan reported by Mercy University under EIN 13-1967321 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,425 participants and $91,590,065 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,590,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,590,065
- Net assets (BOY)
- $84,730,011
Income & contributions
- Participant contributions
- $3,797,406
- Total contributions
- $3,851,134
- Total income / additions
- $14,928,986
Expenses & distributions
- Benefits paid
- $8,065,252
- Administrative expenses
- $3,680
- Total expenses
- $8,068,932
- Net increase / (decrease)
- $6,860,054