2023 Form 5500 filing — Capital 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 20241011110129NAL0022623601001) for Capital University 403(B) Retirement Plan, reported by Capital University under EIN 31-4379435 and plan number 001. It reports 1,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110129NAL0022623601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital University
- EIN
- 31-4379435
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 1,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,643,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,643,813
- Employer contributions
- $1,557,712
- Participant contributions
- $1,802,523
- Total income / additions
- $24,096,920
- Benefits paid
- $11,534,353
- Administrative expenses
- $118,068
- Total expenses
- $11,652,421
- Net increase / (decrease)
- $12,444,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting | NONE | $60,654 | not reported in the loaded dataset |
| Tiaa | NONE | $39,347 | $0 |
| Schneider Downs & Co., Inc. | NONE | $17,250 | not reported in the loaded dataset |