2023 Form 5500 filing — National University Of Health Sciences Defined Contribution Retirement 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 20240729090628NAL0012357203001) for National University Of Health Sciences Defined Contribution Retirement Plan, reported by National University Of Health Sciences under EIN 36-1521940 and plan number 003. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729090628NAL0012357203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National University Of Health Sciences
- EIN
- 36-1521940
- Plan number
- 003
- Location
- Lombard, IL
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,303,047
- Net assets (EOY)
- $22,303,047
- Employer contributions
- $153,794
- Participant contributions
- $639,268
- Total income / additions
- $3,614,145
- Benefits paid
- $858,141
- Administrative expenses
- $51,961
- Total expenses
- $910,102
- Net increase / (decrease)
- $2,704,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iron Horse Wealth Management | NONE | $48,642 | $0 |
| Tiaa - Teachers Insurance And Annui | NONE | $1,784 | $0 |
| Nova 401(K) Associates | NONE | $790 | $0 |
| The Vanguard Group | NONE | $775 | $0 |