2023 Form 5500 filing — The Bob Jones University Retirement Fund
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 20250303052909NAL0010594818001) for The Bob Jones University Retirement Fund, reported by Bju, Inc. under EIN 57-1088101 and plan number 002. It reports 1,785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303052909NAL0010594818001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bju, Inc.
- EIN
- 57-1088101
- Plan number
- 002
- Location
- Greenville, SC
- Participants
- 1,785
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,184,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,184,823
- Employer contributions
- $814,420
- Participant contributions
- $5,060,924
- Total income / additions
- $15,923,742
- Benefits paid
- $5,508,183
- Administrative expenses
- $233,323
- Total expenses
- $5,741,506
- Net increase / (decrease)
- $10,182,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $160,802 | not reported in the loaded dataset |
| Colton Groome Financial Advisors | NONE | $72,521 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $17,314 |