Neumann University Defined Contribution Retirement Plan — Form 5500 plan (Neumann 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, Neumann University Defined Contribution Retirement Plan is a benefit plan reported by Neumann University under EIN 23-1657958 and plan number 001. The latest loaded filing year is 2023. The filing reports 732 participants and $58,880,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neumann University
- EIN
- 23-1657958
- Plan number
- 001
- Plan type
- 2
- Location
- Aston, PA
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $58,880,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241014113607NAL0052076818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,880,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,880,036
- Net assets (BOY)
- $54,140,667
Income & contributions
- Employer contributions
- $893,786
- Participant contributions
- $1,322,073
- Total contributions
- $2,580,901
- Total income / additions
- $9,508,485
Expenses & distributions
- Benefits paid
- $4,709,674
- Administrative expenses
- $49,492
- Total expenses
- $4,769,116
- Net increase / (decrease)
- $4,739,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc | ADVISOR | $30,047 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $27,256 | $0 | 2023 |
| Flexpath Strategies LLC | INVESTMENT MANAGER | $24,852 | not reported in the loaded dataset | 2023 |