Norwich University Defined Contribution Retirement Plan — Form 5500 plan (Norwich University)
Plain-English plan 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, Norwich University Defined Contribution Retirement Plan is a benefit plan reported by Norwich University under EIN 03-0179424 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,927 participants and $170,239,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norwich University
- EIN
- 03-0179424
- Plan number
- 001
- Plan type
- 2
- Location
- Northfield, VT
- Latest filing year
- 2023
- Participants
- 1,927
- End-of-year plan assets
- $170,239,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,927 | H, C | 20241014121256NAL0026118161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,239,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,239,839
- Net assets (BOY)
- $154,371,749
Income & contributions
- Employer contributions
- $2,750,774
- Participant contributions
- $2,986,008
- Total contributions
- $6,927,043
- Total income / additions
- $28,184,593
Expenses & distributions
- Benefits paid
- $12,150,079
- Administrative expenses
- $166,424
- Total expenses
- $12,316,503
- Net increase / (decrease)
- $15,868,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $57,601 | $0 | 2023 |
| Flexpath Strategies, LLC | NONE | $30,823 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil & Parker, LLC | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norwich University
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Northfield, VT
- Nfp Retirement Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation
- Berry Dunn Mcneil & Parker, LLC — Schedule C compensation