The University Of Scranton 403(B) Plan — 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, The University Of Scranton 403(B) Plan is a benefit plan reported by University Of Scranton under EIN 24-0795495 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,146 participants and $99,119,635 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$99.1MPlan net assets, end of year$99,119,635
Participants1.1KCovered participants reported1,146
Assets / participant$86.5KComputed: assets ÷ participants$86,492 (computed)
Provider compensation$63.1K5 Schedule C provider row(s)$63,097
- Plan sponsor
- University Of Scranton
- EIN
- 24-0795495
- Plan number
- 003
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,146 | H, C | 20250313114653NAL0012710339001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$99.1M total assets
Net assets$99.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $99,119,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,119,635
- Net assets (BOY)
- $87,121,325
Income & contributions
- Participant contributions
- $3,924,573
- Total contributions
- $4,060,618
- Total income / additions
- $16,947,749
Expenses & distributions
- Benefits paid
- $4,854,169
- Administrative expenses
- $63,125
- Total expenses
- $4,949,439
- Net increase / (decrease)
- $11,998,310
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $52,493 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $10,604 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $0 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | 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
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation