2023 Form 5500 filing — Converse University 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 20240923175609NAL0011722465001) for Converse University Defined Contribution Retirement Plan, reported by Converse University under EIN 57-0314380 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923175609NAL0011722465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Converse University
- EIN
- 57-0314380
- Plan number
- 001
- Location
- Spartanburg, SC
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,254,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,254,036
- Employer contributions
- $328,768
- Participant contributions
- $546,004
- Total income / additions
- $6,092,079
- Benefits paid
- $4,098,777
- Administrative expenses
- $43,098
- Total expenses
- $4,141,875
- Net increase / (decrease)
- $1,950,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $23,154 | $0 |
| Capital Asset Advisory Services | ADVISOR | $20,292 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $102 | $0 |