2023 Form 5500 filing — Hamline 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 20241011154143NAL0037543280001) for Hamline University 403(B) Retirement Plan, reported by Trustees Of The Hamline University Of Minnesota under EIN 41-0693960 and plan number 001. It reports 1,420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154143NAL0037543280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The Hamline University Of Minnesota
- EIN
- 41-0693960
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 1,420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,528,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,528,764
- Employer contributions
- $1,442,123
- Participant contributions
- $1,975,345
- Total income / additions
- $26,016,751
- Benefits paid
- $13,512,963
- Administrative expenses
- $119,056
- Total expenses
- $13,632,019
- Net increase / (decrease)
- $12,384,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $72,388 | $0 |
| Planpilot, LLC | NONE | $31,443 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $15,225 | not reported in the loaded dataset |