2023 Form 5500 filing — Assoc Of Independent Colleges And Universities Of Ohio Mep
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 20241015094704NAL0048718240001) for Assoc Of Independent Colleges And Universities Of Ohio Mep, reported by Governing Comm Of The Assoc Of Ind College And Univ Of Ohio Mep under EIN 31-0880079 and plan number 333. It reports 4,235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094704NAL0048718240001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Governing Comm Of The Assoc Of Ind College And Univ Of Ohio Mep
- EIN
- 31-0880079
- Plan number
- 333
- Location
- Columbus, OH
- Participants
- 4,235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $424,666,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,666,566
- Employer contributions
- $2,437,581
- Participant contributions
- $3,931,641
- Total income / additions
- $44,765,423
- Benefits paid
- $21,712,675
- Administrative expenses
- $306,918
- Total expenses
- $22,019,593
- Net increase / (decrease)
- $22,745,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $105,835 | $0 |
| Plan Pilot | ADVISOR | $101,475 | not reported in the loaded dataset |
| Pentegra Services, Inc | ADMINISTRATO | $42,366 | not reported in the loaded dataset |
| Lpl Financial | ADVISOR | $29,343 | not reported in the loaded dataset |
| Law Offices Of Allen T Steinberg Pc | LEGAL | $5,975 | not reported in the loaded dataset |