2023 Form 5500 filing — Aurora 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 20240908164133NAL0001903923001) for Aurora University Retirement Plan, reported by Aurora University under EIN 36-2166964 and plan number 001. It reports 1,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240908164133NAL0001903923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurora University
- EIN
- 36-2166964
- Plan number
- 001
- Location
- Aurora, IL
- Participants
- 1,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,380,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,380,056
- Employer contributions
- $1,722,045
- Participant contributions
- $2,386,767
- Total income / additions
- $17,931,602
- Benefits paid
- $9,017,097
- Administrative expenses
- $126,590
- Total expenses
- $9,143,687
- Net increase / (decrease)
- $8,787,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $77,525 | $0 |
| Planpilot, LLC | NONE | $37,565 | not reported in the loaded dataset |
| Forvis Llp | NONE | $11,500 | not reported in the loaded dataset |