Notre Dame De Namur University Dc Retirement Plan — Form 5500 plan (Notre Dame De Namur 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, Notre Dame De Namur University Dc Retirement Plan is a benefit plan reported by Notre Dame De Namur University under EIN 94-1156646 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $45,920,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Notre Dame De Namur University
- EIN
- 94-1156646
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, CA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $45,920,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20250321161056NAL0008532417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,920,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,920,910
- Net assets (BOY)
- $43,786,712
Income & contributions
- Participant contributions
- $313,561
- Total contributions
- $566,404
- Total income / additions
- $6,454,794
Expenses & distributions
- Benefits paid
- $4,282,164
- Administrative expenses
- $39,070
- Total expenses
- $4,321,234
- Net increase / (decrease)
- $2,133,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $25,005 | $0 | 2023 |
| Armanino Llp | ACCOUNTANT | $12,075 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $2,140 | not reported in the loaded dataset | 2023 |