2023 Form 5500 filing — Old Dominion University Research Foundation Tax-Sheltered 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 20250211154308NAL0038532914001) for Old Dominion University Research Foundation Tax-Sheltered Retirement Plan, reported by Old Dominion University Research Foundation under EIN 54-6068198 and plan number 001. It reports 1,313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211154308NAL0038532914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Old Dominion University Research Foundation
- EIN
- 54-6068198
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 1,313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,380,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,380,209
- Employer contributions
- $875,504
- Participant contributions
- $691,053
- Total income / additions
- $4,850,337
- Benefits paid
- $3,164,962
- Administrative expenses
- $95,599
- Total expenses
- $3,260,561
- Net increase / (decrease)
- $1,589,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $118,641 | $0 |
| Resource 1, Inc. | INVESTMENT ADVISORY | $0 | $42,155 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $0 | $2,591 |
| Lincoln-Aps | SERVICE PROVIDER | $800 | $0 |
| Variable Annuity Life Insurance Co | SERVICE PROVIDER | $90 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |