Plan5500

Saint Augustines University Employees Pension Plan — Form 5500 plan (Saint Augustines 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 Augustines University Employees Pension Plan is a benefit plan reported by Saint Augustines University under EIN 54-1107332 and plan number 003. The latest loaded filing year is 2023. The filing reports 595 participants and $13,655,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Augustines University
EIN
54-1107332
Plan number
003
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
595
End-of-year plan assets
$13,655,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20250501142046NAL0003237729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,655,008
Total liabilities (EOY)
$0
Net assets (EOY)
$13,655,008
Net assets (BOY)
$13,208,863

Income & contributions

Total contributions
$0
Total income / additions
$1,803,696

Expenses & distributions

Benefits paid
$976,921
Administrative expenses
$380,630
Total expenses
$1,357,551
Net increase / (decrease)
$446,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustNONE$57,905not reported in the loaded dataset2023
Fund Direct AdvisorsNONE$25,000not reported in the loaded dataset2023

Related Form 5500 pages