2023 Form 5500 filing — Emeriti Retiree Health Plan For University Of Indianapolis

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 20241003122059NAL0010530801001) for Emeriti Retiree Health Plan For University Of Indianapolis, reported by University Of Indianapolis under EIN 35-0868107 and plan number 508. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,454,901
Participants707
Provider compensation$21.3K1 Schedule C row(s)$21,301
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003122059NAL0010530801001
Plan sponsor
University Of Indianapolis
EIN
35-0868107
Plan number
508
Location
Indianapolis, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$435.2K
Total expenses$158.2K
Benefits paid / distributions$136.9K
Contributions
Employer$0
Participant$16.2K
Full reported line items
Total assets (EOY)
$3,454,901
Total liabilities (EOY)
$0
Net assets (EOY)
$3,454,901
Employer contributions
$0
Participant contributions
$16,153
Total income / additions
$435,188
Benefits paid
$136,939
Administrative expenses
$21,301
Total expenses
$158,240
Net increase / (decrease)
$276,948
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONSULTANT · Direct $21.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003122059NAL0010530801001 cover?
It is the 2023 Form 5500 filing for Emeriti Retiree Health Plan For University Of Indianapolis, reported by University Of Indianapolis (EIN 35-0868107).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages