Saint Francis University Retirement Plan — Form 5500 plan (Saint Francis 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, Saint Francis University Retirement Plan is a benefit plan reported by Saint Francis University under EIN 25-1024358 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,016 participants and $117,767,426 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$117.8MPlan net assets, end of year$117,767,426
Participants1KCovered participants reported1,016
Assets / participant$115.9KComputed: assets ÷ participants$115,913 (computed)
Provider compensation$116.7K3 Schedule C provider row(s)$116,665
- Plan sponsor
- Saint Francis University
- EIN
- 25-1024358
- Plan number
- 004
- Plan type
- 2
- Location
- Loretto, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,016 | H, C | 20241008111847NAL0016513313002 |
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)$117.8M total assets
Net assets$117.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $117,767,426
- Net assets (EOY)
- $117,767,426
- Net assets (BOY)
- $105,394,969
Income & contributions
- Employer contributions
- $1,397,470
- Participant contributions
- $1,798,951
- Total contributions
- $3,397,061
- Total income / additions
- $19,197,516
Expenses & distributions
- Benefits paid
- $6,367,113
- Administrative expenses
- $446,913
- Total expenses
- $6,825,059
- Net increase / (decrease)
- $12,372,457
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | TPA | $76,372 | $0 | 2023 |
| Cornerstone Advisors Asset Mgmt., I | INVESTMENT ADVISOR | $32,758 | not reported in the loaded dataset | 2023 |
| Young, Oakes, Brown & Co, Pc | AUDITOR | $7,535 | not reported in the loaded dataset | 2023 |