Bucknell University Defined Contribution Retirement Plan — Form 5500 plan (Bucknell 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, Bucknell University Defined Contribution Retirement Plan is a benefit plan reported by Bucknell University under EIN 24-0772407 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,487 participants and $632,117,577 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bucknell University
EIN
24-0772407
Plan number
002
Plan type
2
Location
Lewisburg, PA
Latest filing year
2023
Participants
3,487
End-of-year plan assets
$632,117,577

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,487H, C20240712153503NAL0010166211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$632,117,577
Total liabilities (EOY)
$346
Net assets (EOY)
$632,117,231
Net assets (BOY)
$554,340,960

Income & contributions

Employer contributions
$9,938,217
Participant contributions
$8,313,344
Total contributions
$20,171,521
Total income / additions
$97,502,913

Expenses & distributions

Benefits paid
$19,388,348
Administrative expenses
$318,706
Total expenses
$19,726,642
Net increase / (decrease)
$77,776,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$237,604$02023
Fiducient Advisors, LLCNONE$82,949not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$230$02023

Related Form 5500 pages