2023 Form 5500 filing — Elon University 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 20240926104051NAL0000969872001) for Elon University Tax Deferred Annuity Plan, reported by Elon University under EIN 56-0532303 and plan number 002. It reports 1,245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926104051NAL0000969872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elon University
- EIN
- 56-0532303
- Plan number
- 002
- Location
- Elon, NC
- Participants
- 1,245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,103,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,103,415
- Participant contributions
- $4,156,843
- Total income / additions
- $15,360,638
- Benefits paid
- $4,470,801
- Administrative expenses
- $57,076
- Total expenses
- $4,527,877
- Net increase / (decrease)
- $10,832,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting | NONE | $30,000 | not reported in the loaded dataset |
| Trust Company Of The South | NONE | $13,269 | not reported in the loaded dataset |
| Tiaa | NONE | $12,061 | $0 |