Drew University Defined Contribution And Tax Deferred Plan — Form 5500 plan (Drew 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, Drew University Defined Contribution And Tax Deferred Plan is a benefit plan reported by Drew University under EIN 22-1487164 and plan number 101. The latest loaded filing year is 2023. The filing reports 1,364 participants and $215,827,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drew University
- EIN
- 22-1487164
- Plan number
- 101
- Plan type
- 2
- Location
- Madison, NJ
- Latest filing year
- 2023
- Participants
- 1,364
- End-of-year plan assets
- $215,827,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,364 | H, C | 20241015143147NAL0014847731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,827,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,827,223
- Net assets (BOY)
- $194,906,124
Income & contributions
- Employer contributions
- $1,807,495
- Participant contributions
- $2,331,391
- Total contributions
- $5,370,630
- Total income / additions
- $31,229,177
Expenses & distributions
- Benefits paid
- $10,216,861
- Administrative expenses
- $91,217
- Total expenses
- $10,308,078
- Net increase / (decrease)
- $20,921,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $70,767 | not reported in the loaded dataset | 2023 |
| Brown, Edwards & Company, L.L.P. | NONE | $18,708 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $395 | $0 | 2023 |
| Fidelity Invs Inst. Ops Co., Inc. | NONE | $240 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drew University
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Madison, NJ
- Fiducient Advisors, LLC — Schedule C compensation
- Brown, Edwards & Company, L.L.P. — Schedule C compensation
- Tiaa — Schedule C compensation
- Fidelity Invs Inst. Ops Co., Inc. — Schedule C compensation