Moravian University Retirement Plan — Form 5500 plan (Moravian 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, Moravian University Retirement Plan is a benefit plan reported by Moravian University under EIN 24-0795460 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,043 participants and $122,423,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moravian University
EIN
24-0795460
Plan number
001
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
1,043
End-of-year plan assets
$122,423,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,043H, C20240814140816NAL0011849121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,423,554
Total liabilities (EOY)
$0
Net assets (EOY)
$122,423,554
Net assets (BOY)
$111,302,267

Income & contributions

Employer contributions
$2,341,859
Participant contributions
$1,975,174
Total contributions
$4,689,779
Total income / additions
$20,287,773

Expenses & distributions

Benefits paid
$9,046,449
Administrative expenses
$119,779
Total expenses
$9,166,486
Net increase / (decrease)
$11,121,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$67,564$02023
Cornerstone Advisors Asset Mgmt.NONE$34,365not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$17,850not reported in the loaded dataset2023

Related Form 5500 pages