2023 Form 5500 filing — Wilmington University 403(B) Dc 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 20240903165339NAL0010676643001) for Wilmington University 403(B) Dc Plan, reported by Wilmington University, Inc. under EIN 51-0107088 and plan number 001. It reports 2,327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903165339NAL0010676643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilmington University, Inc.
- EIN
- 51-0107088
- Plan number
- 001
- Location
- New Castle, DE
- Participants
- 2,327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,334,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,334,750
- Employer contributions
- $2,352,697
- Participant contributions
- $3,526,092
- Total income / additions
- $18,528,624
- Benefits paid
- $7,161,688
- Administrative expenses
- $105,425
- Total expenses
- $7,285,940
- Net increase / (decrease)
- $11,242,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Flexpath Strategies, LLC | NONE | $47,253 | not reported in the loaded dataset |
| Tiaa | NONE | $43,732 | $0 |
| Veery Capital | NONE | $14,440 | not reported in the loaded dataset |