2023 Form 5500 filing — Drew University Defined Contribution And Tax Deferred 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 20241015143147NAL0014847731001) for Drew University Defined Contribution And Tax Deferred Plan, reported by Drew University under EIN 22-1487164 and plan number 101. It reports 1,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143147NAL0014847731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drew University
- EIN
- 22-1487164
- Plan number
- 101
- Location
- Madison, NJ
- Participants
- 1,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,827,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,827,223
- Employer contributions
- $1,807,495
- Participant contributions
- $2,331,391
- Total income / additions
- $31,229,177
- Benefits paid
- $10,216,861
- Administrative expenses
- $91,217
- Total expenses
- $10,308,078
- Net increase / (decrease)
- $20,921,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $70,767 | not reported in the loaded dataset |
| Brown, Edwards & Company, L.L.P. | NONE | $18,708 | not reported in the loaded dataset |
| Tiaa | NONE | $395 | $0 |
| Fidelity Invs Inst. Ops Co., Inc. | NONE | $240 | $0 |