2023 Form 5500 filing — Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution 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 20241014135149NAL0027470129003) for Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan), reported by Nova Southeastern University, Inc. under EIN 59-1083502 and plan number 001. It reports 4,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014135149NAL0027470129003
Filing year
2023
Form type
2
Plan sponsor
Nova Southeastern University, Inc.
EIN
59-1083502
Plan number
001
Location
Fort Lauderdale, FL
Participants
4,489
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$457,425,290
Net assets (EOY)
$457,425,290
Total income / additions
$55,325,754
Benefits paid
$27,111,377
Administrative expenses
$264,718
Total expenses
$27,376,095
Net increase / (decrease)
$27,949,659
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa Teacher'S Insurance & Annuitynot reported in the loaded dataset$101,564$0
Captrust Financial Partners LLCnot reported in the loaded dataset$96,500not reported in the loaded dataset
Variable Annuity Life Insurance Conot reported in the loaded dataset$40,656$0
Ernst & Young Us, Llpnot reported in the loaded dataset$25,000not reported in the loaded dataset

Related Form 5500 pages