2023 Form 5500 filing — Briar Cliff University 403(B) Dc 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 20250717105606NAL0000059635001) for Briar Cliff University 403(B) Dc Plan, reported by Briar Cliff University under EIN 42-0707124 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250717105606NAL0000059635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Briar Cliff University
- EIN
- 42-0707124
- Plan number
- 001
- Location
- Sioux City, IA
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,875,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,875,458
- Employer contributions
- $143,994
- Participant contributions
- $317,574
- Total income / additions
- $2,699,421
- Benefits paid
- $1,692,000
- Administrative expenses
- $17,629
- Total expenses
- $1,709,629
- Net increase / (decrease)
- $989,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $9,410 | not reported in the loaded dataset |
| Tiaa | NONE | $5,804 | $0 |
| Coulter & Justus | NONE | $0 | not reported in the loaded dataset |
| Pentegra Services, Inc. | NONE | $0 | not reported in the loaded dataset |