Pennsylvania Association Of Independent Colleges And Universities Multiple Employer Plan — Form 5500 plan (The Governing Board Of The Pennsylvania Association Of)
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, Pennsylvania Association Of Independent Colleges And Universities Multiple Employer Plan is a benefit plan reported by The Governing Board Of The Pennsylvania Association Of under EIN 84-3430131 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,088 participants and $413,316,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Governing Board Of The Pennsylvania Association Of
- EIN
- 84-3430131
- Plan number
- 333
- Plan type
- 3
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 4,088
- End-of-year plan assets
- $413,316,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,088 | H, C | 20241004152944NAL0023018914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $413,316,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,316,029
- Net assets (BOY)
- $252,526,210
Income & contributions
- Employer contributions
- $6,033,088
- Participant contributions
- $5,007,187
- Total contributions
- $12,038,898
- Total income / additions
- $56,489,650
Expenses & distributions
- Benefits paid
- $18,332,839
- Administrative expenses
- $663,507
- Total expenses
- $18,996,346
- Net increase / (decrease)
- $37,493,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millenium Advisory Services, Inc | INVESTMENT PROVIDER | $233,475 | not reported in the loaded dataset | 2023 |
| Tiaa | INVESTMENT ADVISOR | $178,356 | $0 | 2023 |
| Planpilot | ADVISOR | $80,750 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | ADMINISTRATOR | $79,576 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $26,728 | not reported in the loaded dataset | 2023 |
| Prm Consulting Inc | CONSULTING | $16,500 | not reported in the loaded dataset | 2023 |
| Riggs,Cnslmn,Michaels & Downes Inc | INVESTMENT ADVISORY | $9,164 | not reported in the loaded dataset | 2023 |
| Law Offices Of Allen T Steinberg Pc | ATTORNEY | $6,000 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance Co. | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Governing Board Of The Pennsylvania Association Of
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Millenium Advisory Services, Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Planpilot — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Prm Consulting Inc — Schedule C compensation
- Riggs,Cnslmn,Michaels & Downes Inc — Schedule C compensation
- Law Offices Of Allen T Steinberg Pc — Schedule C compensation
- Axa Equitable Life Insurance Co. — Schedule C compensation