Daemen University Retirement Plan — Form 5500 plan (Daemen 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, Daemen University Retirement Plan is a benefit plan reported by Daemen University under EIN 16-0759798 and plan number 001. The latest loaded filing year is 2023. The filing reports 687 participants and $98,227,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daemen University
- EIN
- 16-0759798
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $98,227,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H | 20250410163935NAL0035963120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,227,134
- Net assets (EOY)
- $98,227,134
- Net assets (BOY)
- $87,979,728
Income & contributions
- Employer contributions
- $1,545,015
- Participant contributions
- $2,217,600
- Total contributions
- $4,468,703
- Total income / additions
- $14,281,741
Expenses & distributions
- Benefits paid
- $3,901,713
- Administrative expenses
- $132,622
- Total expenses
- $4,034,335
- Net increase / (decrease)
- $10,247,406
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.