2023 Form 5500 filing — Central Methodist University Dc Retirement Plan And Tax Deferred Annuity 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 20241014171431NAL0013674035001) for Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan, reported by Central Methodist University under EIN 43-0654854 and plan number 001. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171431NAL0013674035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Methodist University
- EIN
- 43-0654854
- Plan number
- 001
- Location
- Fayette, MO
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,005,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,005,767
- Employer contributions
- $890,019
- Participant contributions
- $1,133,132
- Total income / additions
- $7,227,120
- Benefits paid
- $2,261,589
- Administrative expenses
- $22,772
- Total expenses
- $2,290,506
- Net increase / (decrease)
- $4,936,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $9,173 | $0 |
| Williams Keepers LLC | NONE | $6,750 | not reported in the loaded dataset |
| Plan Pilot, LLC | NONE | $6,740 | not reported in the loaded dataset |