Cairn University 403(B) Plan — Form 5500 plan (Cairn 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, Cairn University 403(B) Plan is a benefit plan reported by Cairn University under EIN 23-0973290 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $19,054,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cairn University
- EIN
- 23-0973290
- Plan number
- 001
- Plan type
- 2
- Location
- Langhorne, PA
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $19,054,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20241014140136NAL0015063139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,054,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,054,412
- Net assets (BOY)
- $17,127,647
Income & contributions
- Employer contributions
- $215,474
- Participant contributions
- $518,928
- Total contributions
- $794,545
- Total income / additions
- $3,414,552
Expenses & distributions
- Benefits paid
- $1,408,691
- Administrative expenses
- $79,096
- Total expenses
- $1,487,787
- Net increase / (decrease)
- $1,926,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $38,606 | not reported in the loaded dataset | 2023 |
| Retirement Plan Advisors, LLC | NONE | $35,378 | not reported in the loaded dataset | 2023 |