2023 Form 5500 filing — Retirement Plan Of Creighton University
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 20241011125006NAL0038763472001) for Retirement Plan Of Creighton University, reported by Creighton University under EIN 47-0376583 and plan number 002. It reports 4,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125006NAL0038763472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creighton University
- EIN
- 47-0376583
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 4,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $633,266,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $633,266,251
- Employer contributions
- $11,265,638
- Participant contributions
- $16,634,686
- Total income / additions
- $125,959,001
- Benefits paid
- $65,339,797
- Administrative expenses
- $258,760
- Total expenses
- $65,599,206
- Net increase / (decrease)
- $60,359,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $370,810 | $3,750 |
| Comerstone Advisors | INVESTMENT ADVISORY | $14,254 | $113,529 |
| Lutz | ACCOUNTANT | $21,750 | not reported in the loaded dataset |
| Data Terrain Inc. | OTHER SERVICES | $0 | $15,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |