Delaware Valley University Dc Plan — Form 5500 plan (Delaware Valley 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, Delaware Valley University Dc Plan is a benefit plan reported by Delaware Valley University under EIN 23-1352665 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $86,026,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaware Valley University
- EIN
- 23-1352665
- Plan number
- 001
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $86,026,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20241011130012NAL0012505587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,026,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,026,780
- Net assets (BOY)
- $59,517,031
Income & contributions
- Employer contributions
- $1,420,273
- Participant contributions
- $1,221,413
- Total contributions
- $2,664,208
- Total income / additions
- $13,653,323
Expenses & distributions
- Benefits paid
- $4,218,608
- Administrative expenses
- $6,291
- Total expenses
- $4,225,980
- Net increase / (decrease)
- $9,427,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Services LLC | NONE | $5,081 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $1,210 | $0 | 2023 |