2023 Form 5500 filing — Friends University Dc And Tda 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 20241015092158NAL0016050867001) for Friends University Dc And Tda Plan, reported by Friends University under EIN 48-0547702 and plan number 001. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092158NAL0016050867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friends University
- EIN
- 48-0547702
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,204,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,204,444
- Employer contributions
- $415,396
- Participant contributions
- $743,385
- Total income / additions
- $7,195,436
- Benefits paid
- $3,599,301
- Administrative expenses
- $89,891
- Total expenses
- $3,690,710
- Net increase / (decrease)
- $3,504,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $30,109 | $0 |
| Forvis | AUDITOR | $28,907 | $0 |
| Economic Group Pension Services Inc | SERVICE PROVIDER | $11,288 | $0 |
| Mariner Wealth Advisors, LLC | ADVISOR | $10,086 | $0 |
| Mariner Wealth Advisors, LLC | ADVISOR | $6,219 | $0 |
| Tiaa-Teachers Ins & Annuity Assoc | RECORDKEEPER | $1,570 | $0 |