2023 Form 5500 filing — Viterbo University, Inc. Tax Deferred Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530142039NAL0013570193001) for Viterbo University, Inc. Tax Deferred Annuity Plan, reported by Viterbo University, Inc. under EIN 39-0978445 and plan number 002. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530142039NAL0013570193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viterbo University, Inc.
- EIN
- 39-0978445
- Plan number
- 002
- Location
- La Crosse, WI
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $481,670
- Total income / additions
- $2,989,376
- Benefits paid
- $1,878,395
- Administrative expenses
- $611
- Total expenses
- $1,879,006
- Net increase / (decrease)
- $1,110,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $200 | $0 |