2023 Form 5500 filing — Denison 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 20241015150546NAL0028872865001) for Denison University Retirement Plan, reported by Denison University under EIN 31-4379459 and plan number 002. It reports 2,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150546NAL0028872865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Denison University
- EIN
- 31-4379459
- Plan number
- 002
- Location
- Granville, OH
- Participants
- 2,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $286,527,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $286,527,515
- Employer contributions
- $6,724,213
- Participant contributions
- $5,771,312
- Total income / additions
- $50,513,382
- Benefits paid
- $16,152,323
- Administrative expenses
- $215,260
- Total expenses
- $16,373,154
- Net increase / (decrease)
- $34,140,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $162,063 | $0 |
| Cbiz Investment Advisory Services L | NONE | $38,776 | not reported in the loaded dataset |
| Dg Krause LLC | NONE | $12,500 | not reported in the loaded dataset |