Retirement Plan For Faculty, Administrative And Professional Employees Of University Of Scranton — Form 5500 plan (University Of Scranton)
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, Retirement Plan For Faculty, Administrative And Professional Employees Of University Of Scranton is a benefit plan reported by University Of Scranton under EIN 24-0795495 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,016 participants and $145,172,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Scranton
- EIN
- 24-0795495
- Plan number
- 002
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,016 | H, C | 20250313114854NAL0012711587001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $145,172,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,172,051
- Net assets (BOY)
- $126,070,438
Income & contributions
- Employer contributions
- $4,591,686
- Total contributions
- $4,625,696
- Total income / additions
- $25,564,678
Expenses & distributions
- Benefits paid
- $6,340,536
- Administrative expenses
- $122,529
- Total expenses
- $6,463,065
- Net increase / (decrease)
- $19,101,613
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $93,924 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $28,605 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Scranton
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation