2023 Form 5500 filing — Butler University 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 20241014163523NAL0053178546001) for Butler University Retirement Plan, reported by Butler University under EIN 35-0867977 and plan number 006. It reports 4,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163523NAL0053178546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler University
- EIN
- 35-0867977
- Plan number
- 006
- Location
- Indianapolis, IN
- Participants
- 4,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $343,073,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $343,073,559
- Employer contributions
- $7,258,594
- Participant contributions
- $6,773,360
- Total income / additions
- $60,846,572
- Benefits paid
- $23,112,394
- Administrative expenses
- $221,991
- Total expenses
- $23,334,385
- Net increase / (decrease)
- $37,512,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Ins & Annuity Assoc | CUSTODIAN | $139,044 | $2,925 |
| Planpilot, LLC | TPA | $58,601 | not reported in the loaded dataset |
| Forvis, Llp | AUDIT FEES | $27,220 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $50 | $0 |