2023 Form 5500 filing — Birmingham-Southern College Defined Contribution And 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 20240918102235NAL0008818466001) for Birmingham-Southern College Defined Contribution And Tax Deferred Annuity Plan, reported by Birmingham-Southern College under EIN 63-0288811 and plan number 001. It reports 942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918102235NAL0008818466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birmingham-Southern College
- EIN
- 63-0288811
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,866,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,866,155
- Employer contributions
- $651,190
- Participant contributions
- $742,506
- Total income / additions
- $11,307,757
- Benefits paid
- $13,277,817
- Administrative expenses
- $128,659
- Total expenses
- $13,406,476
- Net increase / (decrease)
- -$2,098,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $55,279 | $0 |
| Bdo Usa, Llp | NONE | $47,400 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $25,980 | not reported in the loaded dataset |