2023 Form 5500 filing — Chapman University Tax Deferred Annuity (Tda) 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 20241015175453NAL0029314929001) for Chapman University Tax Deferred Annuity (Tda) Retirement Plan, reported by Chapman University under EIN 95-1643992 and plan number 002. It reports 2,691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175453NAL0029314929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapman University
- EIN
- 95-1643992
- Plan number
- 002
- Location
- Orange, CA
- Participants
- 2,691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,171,942
- Total liabilities (EOY)
- $197,456
- Net assets (EOY)
- $268,974,486
- Participant contributions
- $11,976,364
- Total income / additions
- $49,846,899
- Benefits paid
- $12,263,765
- Administrative expenses
- $56,047
- Total expenses
- $12,278,991
- Net increase / (decrease)
- $37,567,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Financial Services | NONE | $33,750 | not reported in the loaded dataset |
| Almich & Associates | NONE | $12,500 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Co Inc. | NONE | $5,024 | $0 |
| Teachers Ins And Annuity Asso | NONE | $2,230 | $0 |