2023 Form 5500 filing — Midwestern 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 20241015191809NAL0049511152001) for Midwestern University Retirement Plan, reported by Midwestern University under EIN 36-3377698 and plan number 002. It reports 2,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191809NAL0049511152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwestern University
- EIN
- 36-3377698
- Plan number
- 002
- Location
- Downers Grove, IL
- Participants
- 2,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $442,418,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $442,418,507
- Employer contributions
- $16,532,131
- Participant contributions
- $13,155,143
- Total income / additions
- $89,772,099
- Benefits paid
- $21,503,578
- Administrative expenses
- $92,572
- Total expenses
- $21,596,150
- Net increase / (decrease)
- $68,175,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $92,500 | $0 |
| Reliastar Life Ins. Co. | NONE | $0 | $1,022 |
| Fidelity Investments | NONE | $72 | $0 |