2023 Form 5500 filing — Culver Educational Foundation 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 20250303153102NAL0011140466001) for Culver Educational Foundation Retirement Plan, reported by The Culver Educational Foundation under EIN 35-0868071 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303153102NAL0011140466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Culver Educational Foundation
- EIN
- 35-0868071
- Plan number
- 001
- Location
- Culver, IN
- Participants
- 554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,104,049
- Net assets (EOY)
- $21,104,049
- Employer contributions
- $750,000
- Total income / additions
- $2,619,346
- Benefits paid
- $4,571,547
- Administrative expenses
- $299,950
- Total expenses
- $4,871,497
- Net increase / (decrease)
- -$2,252,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Pension Resources, Inc. | NONE | $91,190 | not reported in the loaded dataset |
| Brown Advisory LLC | NONE | $41,655 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $14,066 | not reported in the loaded dataset |