Tiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes University — Form 5500 plan (Wilkes 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, Tiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes University is a benefit plan reported by Wilkes University under EIN 24-0795506 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,199 participants and $205,033,107 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilkes University
EIN
24-0795506
Plan number
001
Plan type
2
Location
Wilkes-Barre, PA
Latest filing year
2023
Participants
1,199
End-of-year plan assets
$205,033,107

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,199H, C20240910081335NAL0005404609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$205,033,107
Total liabilities (EOY)
$0
Net assets (EOY)
$205,033,107
Net assets (BOY)
$141,601,542

Income & contributions

Employer contributions
$2,313,365
Participant contributions
$2,816,992
Total contributions
$5,408,748
Total income / additions
$32,095,223

Expenses & distributions

Benefits paid
$10,211,572
Administrative expenses
$78,946
Total expenses
$10,318,753
Net increase / (decrease)
$21,776,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors, LLCNONE$45,668not reported in the loaded dataset2023
Schneider Downs & Co., Inc.NONE$27,418not reported in the loaded dataset2023
TiaaNONE$2,200$02023

Related Form 5500 pages