2023 Form 5500 filing — Lee University Defined Contribution Retirement Pla
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 20241014135240NAL0015053171001) for Lee University Defined Contribution Retirement Pla, reported by Lee University under EIN 62-0502739 and plan number 001. It reports 1,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135240NAL0015053171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee University
- EIN
- 62-0502739
- Plan number
- 001
- Location
- Cleveland, TN
- Participants
- 1,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,165,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,165,612
- Employer contributions
- $1,044,634
- Participant contributions
- $1,287,219
- Total income / additions
- $10,923,124
- Benefits paid
- $3,265,419
- Administrative expenses
- $23,095
- Total expenses
- $3,300,348
- Net increase / (decrease)
- $7,622,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORD KEEPER | $12,036 | $0 |
| Capfinancial Partners, LLC | ADVISOR | $11,063 | not reported in the loaded dataset |