2023 Form 5500 filing — Ohio Northern University Defined Contribution 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 20250211135503NAL0010575987001) for Ohio Northern University Defined Contribution Retirement Plan, reported by Ohio Northern University under EIN 34-4429091 and plan number 001. It reports 1,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211135503NAL0010575987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Northern University
- EIN
- 34-4429091
- Plan number
- 001
- Location
- Ada, OH
- Participants
- 1,411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $238,062,657
- Net assets (EOY)
- $238,062,657
- Employer contributions
- $806,551
- Participant contributions
- $1,006,355
- Total income / additions
- $11,854,531
- Benefits paid
- $3,831,001
- Administrative expenses
- $96,318
- Total expenses
- $3,927,319
- Net increase / (decrease)
- $7,927,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Ins & Annuity Assc. | NONE | $43,631 | not reported in the loaded dataset |
| Plan Pilot, LLC | NONE | $9,168 | not reported in the loaded dataset |
| Lpl Financial, LLC | NONE | $8,000 | not reported in the loaded dataset |