2023 Form 5500 filing — Calvin University 403(B) 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 20240926132906NAL0000448531001) for Calvin University 403(B) Retirement Plan, reported by Calvin University under EIN 38-3071514 and plan number 001. It reports 1,604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926132906NAL0000448531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calvin University
- EIN
- 38-3071514
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 1,604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,109,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,109,561
- Employer contributions
- $3,046,488
- Participant contributions
- $3,425,335
- Total income / additions
- $36,369,077
- Benefits paid
- $20,815,512
- Administrative expenses
- $241,360
- Total expenses
- $21,056,872
- Net increase / (decrease)
- $15,312,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Cref | NONE KNOWN | $128,254 | $0 |
| Raymond James & Associates | NONE KNOWN | $103,565 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $8,700 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE KNOWN | $420 | $0 |
| Lincoln National Corporation | NONE KNOWN | $325 | $0 |
| Fidelity Investments Institutional | NONE KNOWN | $96 | $0 |