2023 Form 5500 filing — Lakeland University Retirement Plan 403(B)
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 20250414124118NAL0000772451001) for Lakeland University Retirement Plan 403(B), reported by Lakeland University under EIN 39-0821861 and plan number 001. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414124118NAL0000772451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeland University
- EIN
- 39-0821861
- Plan number
- 001
- Location
- Plymouth, WI
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,034,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,034,489
- Employer contributions
- $162,505
- Participant contributions
- $583,396
- Total income / additions
- $7,393,839
- Benefits paid
- $2,652,405
- Administrative expenses
- $23,488
- Total expenses
- $2,675,893
- Net increase / (decrease)
- $4,717,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | AUDITOR | $14,763 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | RIA | $8,550 | not reported in the loaded dataset |