Ursinus College Defined Contribution Retirement Plan — Form 5500 plan (Ursinus 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, Ursinus College Defined Contribution Retirement Plan is a benefit plan reported by Ursinus College under EIN 23-1177930 and plan number 001. The latest loaded filing year is 2023. The filing reports 975 participants and $138,746,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ursinus College
- EIN
- 23-1177930
- Plan number
- 001
- Plan type
- 2
- Location
- Collegeville, PA
- Latest filing year
- 2023
- Participants
- 975
- End-of-year plan assets
- $138,746,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 975 | H, C | 20240925145814NAL0008435907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,746,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,746,774
- Net assets (BOY)
- $122,036,681
Income & contributions
- Employer contributions
- $1,962,154
- Participant contributions
- $2,729,585
- Total contributions
- $4,922,904
- Total income / additions
- $21,731,220
Expenses & distributions
- Benefits paid
- $4,936,373
- Administrative expenses
- $84,754
- Total expenses
- $5,021,127
- Net increase / (decrease)
- $16,710,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $39,754 | $0 | 2023 |