2023 Form 5500 filing — Goodwin University Savings And 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 20241010134643NAL0020181681001) for Goodwin University Savings And Retirement Plan, reported by Goodwin University, Inc. under EIN 06-1627882 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134643NAL0020181681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwin University, Inc.
- EIN
- 06-1627882
- Plan number
- 001
- Location
- East Hartford, CT
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,187,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,187,169
- Employer contributions
- $900,137
- Participant contributions
- $3,056,996
- Total income / additions
- $7,962,290
- Benefits paid
- $3,886,078
- Administrative expenses
- $30,922
- Total expenses
- $3,917,000
- Net increase / (decrease)
- $4,045,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services | BROKER ADVISOR | $0 | $34,648 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $12,787 | $10,000 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $11,259 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,876 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |