Mercyhurst University Defined Contribution Retirement Plan — Form 5500 plan (Mercyhurst 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, Mercyhurst University Defined Contribution Retirement Plan is a benefit plan reported by Mercyhurst University under EIN 25-0965430 and plan number 001. The latest loaded filing year is 2023. The filing reports 918 participants and $84,449,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercyhurst University
- EIN
- 25-0965430
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 918
- End-of-year plan assets
- $84,449,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 918 | H, C | 20250220140922NAL0005284929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,449,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,449,562
- Net assets (BOY)
- $75,861,677
Income & contributions
- Employer contributions
- $509,727
- Participant contributions
- $1,294,520
- Total contributions
- $2,072,468
- Total income / additions
- $14,003,493
Expenses & distributions
- Benefits paid
- $5,394,615
- Administrative expenses
- $19,071
- Total expenses
- $5,415,608
- Net increase / (decrease)
- $8,587,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rsm Us, Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $1,071 | $0 | 2023 |