Le Moyne College 403(B) Plan — Form 5500 plan (Le Moyne 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, Le Moyne College 403(B) Plan is a benefit plan reported by Le Moyne College under EIN 15-0545841 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,718 participants and $207,739,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Le Moyne College
EIN
15-0545841
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
1,718
End-of-year plan assets
$207,739,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,718H, C20240920133314NAL0013202496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$207,739,564
Total liabilities (EOY)
$0
Net assets (EOY)
$207,739,564
Net assets (BOY)
$189,075,096

Income & contributions

Employer contributions
$3,503,578
Participant contributions
$3,176,230
Total contributions
$8,097,056
Total income / additions
$32,782,480

Expenses & distributions

Benefits paid
$14,052,509
Administrative expenses
$65,503
Total expenses
$14,118,012
Net increase / (decrease)
$18,664,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cap Financial Partners, LLCNONE$49,379not reported in the loaded dataset2023
Freed Maxick Cpas, P.C.NONE$12,500not reported in the loaded dataset2023
TiaaNONE$3,625$02023

Related Form 5500 pages