Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees — Form 5500 plan (Antioch 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, Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees is a benefit plan reported by Antioch University under EIN 31-0536640 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,752 participants and $174,247,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Antioch University
EIN
31-0536640
Plan number
001
Plan type
2
Location
Yellow Springs, OH
Latest filing year
2023
Participants
1,752
End-of-year plan assets
$174,247,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,752H, C20241015185502NAL0049440720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,247,611
Total liabilities (EOY)
$0
Net assets (EOY)
$174,247,611
Net assets (BOY)
$158,793,093

Income & contributions

Employer contributions
$1,740,120
Participant contributions
$1,494,451
Total contributions
$5,624,158
Total income / additions
$25,268,891

Expenses & distributions

Benefits paid
$9,589,129
Administrative expenses
$225,244
Total expenses
$9,814,373
Net increase / (decrease)
$15,454,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesNONE$77,837not reported in the loaded dataset2023
Rsm Us LlpNONE$43,998not reported in the loaded dataset2023
TiaaNONE$41,243$02023
Ice Miller LlpNONE$30,188not reported in the loaded dataset2023

Related Form 5500 pages