2023 Form 5500 filing — High Point University 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 20240729111830NAL0019259409005) for High Point University Retirement Plan, reported by High Point University under EIN 56-0529999 and plan number 001. It reports 1,595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729111830NAL0019259409005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Point University
- EIN
- 56-0529999
- Plan number
- 001
- Location
- High Point, NC
- Participants
- 1,595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,439,079
- Net assets (EOY)
- $139,439,079
- Employer contributions
- $3,588,680
- Participant contributions
- $5,482,676
- Total income / additions
- $26,297,454
- Benefits paid
- $9,050,820
- Administrative expenses
- $425,817
- Total expenses
- $9,476,637
- Net increase / (decrease)
- $16,820,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | not reported in the loaded dataset | $72,520 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $68,851 | $0 |