2023 Form 5500 filing — Freed-Hardeman University 403(B) 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 20250310161522NAL0027414976001) for Freed-Hardeman University 403(B) Retirement Plan, reported by Freed-Hardeman University under EIN 62-0518288 and plan number 004. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310161522NAL0027414976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freed-Hardeman University
- EIN
- 62-0518288
- Plan number
- 004
- Location
- Henderson, TN
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,700,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,700,774
- Employer contributions
- $433,645
- Participant contributions
- $1,057,935
- Total income / additions
- $8,644,223
- Benefits paid
- $3,798,845
- Administrative expenses
- $153,888
- Total expenses
- $3,952,733
- Net increase / (decrease)
- $4,691,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar | INVESTMENT ADVISORY | $0 | $4,881 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $19 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |