2023 Form 5500 filing — Belhaven University 403(B) 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 20241014154700NAL0026617729001) for Belhaven University 403(B) Plan, reported by Belhaven University under EIN 64-0303069 and plan number 002. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154700NAL0026617729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belhaven University
- EIN
- 64-0303069
- Plan number
- 002
- Location
- Jackson, MS
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,510,915
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $27,510,912
- Employer contributions
- $953,709
- Participant contributions
- $1,451,394
- Total income / additions
- $6,103,339
- Benefits paid
- $2,076,480
- Administrative expenses
- $823
- Total expenses
- $2,087,230
- Net increase / (decrease)
- $4,016,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $1,498 | $0 |