2023 Form 5500 filing — Emeriti Retiree Health Plan For Denison University

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 20241015161246NAL0058649474001) for Emeriti Retiree Health Plan For Denison University, reported by Denison University under EIN 31-4379459 and plan number 510. It reports 884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,722,806
Participants884
Provider compensation$45.8K1 Schedule C row(s)$45,797
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015161246NAL0058649474001
Plan sponsor
Denison University
EIN
31-4379459
Plan number
510
Location
Granville, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$1.3M
Participant$338.2K
Full reported line items
Total assets (EOY)
$14,722,806
Total liabilities (EOY)
$0
Net assets (EOY)
$14,722,806
Employer contributions
$1,320,760
Participant contributions
$338,234
Total income / additions
$3,400,077
Benefits paid
$1,172,706
Administrative expenses
$45,797
Total expenses
$1,218,503
Net increase / (decrease)
$2,181,574

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Emeriti Retirement Health SolutionsCONSULTANT$45,797not reported in the loaded dataset

Related Form 5500 pages