2023 Form 5500 filing — Bethune-Cookman University 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 20250324102041NAL0006852067001) for Bethune-Cookman University Retirement Plan, reported by Bethune-Cookman University under EIN 59-0704726 and plan number 002. It reports 848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324102041NAL0006852067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethune-Cookman University
- EIN
- 59-0704726
- Plan number
- 002
- Location
- Daytona Beach, FL
- Participants
- 848
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,524,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,524,775
- Employer contributions
- $483,580
- Participant contributions
- $917,388
- Total income / additions
- $7,851,113
- Benefits paid
- $4,499,612
- Administrative expenses
- $37,575
- Total expenses
- $4,537,187
- Net increase / (decrease)
- $3,313,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $21,168 | $0 |
| Tiaa | RECORDKEEPER | $16,287 | $0 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $120 | $12,059 |