Plan5500

Bethel University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bethel University (EIN 62-0548913) is a plan sponsor located in Mckenzie, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0548913
Location
Mckenzie, TN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bethel University

  • 2 loaded plans hold $21.4M in reported assets.
  • The largest, Bethel University 403(B) Dc Plan, holds 59% of this company's reported plan assets.
  • Plans cover 614 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.4MSummed across loaded plans$21,414,332
Total reported assets$21.4M$21,414,332
Total reported participants614
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.4M total assets
Net assets$21.4MLiabilities$0
Contributions & income
Employer contributions$259.4K
Participant contributions$683.6K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$946.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%Bethel University 403(B) Dc Plan
Participants per plan307Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bethel University 403(B) Dc Plan$12.6M
    Plan #001 · 294 participants · 2023
  2. 2
    Bethel University 401(K) Plan$8.8M
    Plan #002 · 320 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bethel University. Open one for its full reported snapshot.

  1. 2023
    Bethel University 401(K) Plan320 participants · 2Sch HSch C
    View filing →
  2. 2023
    Bethel University 403(B) Dc Plan294 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bethel University report on Form 5500?
Bethel University (EIN 62-0548913) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bethel University?
The Employer Identification Number (EIN) reported for Bethel University is 62-0548913.
What is the latest Form 5500 filing year for Bethel University?
The latest loaded Form 5500 filing year for Bethel University is 2023.

Related Form 5500 pages