2023 Form 5500 filing — Jacksonville University Defined Contribution 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 20260204234153NAL0004207969001) for Jacksonville University Defined Contribution Retirement Plan, reported by Jacksonville University under EIN 59-0624412 and plan number 001. It reports 1,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260204234153NAL0004207969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacksonville University
- EIN
- 59-0624412
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 1,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,449,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,449,967
- Employer contributions
- $1,744,567
- Participant contributions
- $1,745,982
- Total income / additions
- $13,509,717
- Benefits paid
- $5,032,508
- Administrative expenses
- $88,001
- Total expenses
- $5,120,509
- Net increase / (decrease)
- $8,389,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insruance And Annui | NONE | $67,613 | $0 |
| The Variable Annuity Life Ins Co | NONE | $20,388 | $0 |