2023 Form 5500 filing — Lewis University 403(B) 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 20240927113518NAL0002025745001) for Lewis University 403(B) Defined Contribution Retirement Plan, reported by Lewis University under EIN 36-2167773 and plan number 010. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927113518NAL0002025745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis University
- EIN
- 36-2167773
- Plan number
- 010
- Location
- Romeoville, IL
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,119,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,119,939
- Participant contributions
- $2,217,967
- Total income / additions
- $5,238,667
- Benefits paid
- $792,692
- Administrative expenses
- $53,987
- Total expenses
- $846,679
- Net increase / (decrease)
- $4,391,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $15,253 | $0 |