2023 Form 5500 filing — Westminster 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 20240930085431NAL0002516611001) for Westminster University Defined Contribution Retirement Plan, reported by Westminster University under EIN 87-0212470 and plan number 001. It reports 967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930085431NAL0002516611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster University
- EIN
- 87-0212470
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,093,544
- Net assets (EOY)
- $85,093,544
- Employer contributions
- $1,047,635
- Participant contributions
- $1,537,973
- Total income / additions
- $14,360,133
- Benefits paid
- $8,524,785
- Administrative expenses
- $110,637
- Total expenses
- $8,635,422
- Net increase / (decrease)
- $5,724,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $55,200 | $0 |
| Variable Annuity Life Insurance Co | RECORDKEEPING | $28,593 | $0 |
| Global Retirement Partners LLC | ADVISOR | $26,843 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |
| Tiaa | RECORDKEEPER | $0 | $0 |