Plan5500

John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan — Form 5500 plan (John Carroll 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, John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan is a benefit plan reported by John Carroll University under EIN 34-0714681 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,460 participants and $193,988,500 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$194MPlan net assets, end of year$193,988,500
Participants1.5KCovered participants reported1,460
Assets / participant$132.9KComputed: assets ÷ participants$132,869 (computed)
Provider compensation$99.7K3 Schedule C provider row(s)$99,653
Plan sponsor
John Carroll University
EIN
34-0714681
Plan number
002
Plan type
2
Location
University Heights, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,460 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$194M total assets
Net assets$194MLiabilities—
Money in vs. money out
Total income / additions$29.6M
Total expenses$16.3M
Benefits paid / distributions$16.1M
Contributions
Employer$2.2M
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$193,988,500
Net assets (EOY)
$193,988,500
Net assets (BOY)
$180,706,915

Income & contributions

Employer contributions
$2,248,394
Participant contributions
$2,651,793
Total contributions
$5,495,516
Total income / additions
$29,585,055

Expenses & distributions

Benefits paid
$16,063,280
Administrative expenses
$240,190
Total expenses
$16,303,470
Net increase / (decrease)
$13,281,585
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa-Teachers Ins & Annuity Assoc$44.8K
    NONE · Direct $44.8K · Indirect $0
  2. 2
    Cbiz Investment Advisory Services$41.1K
    NONE · Direct $41.1K
  3. 3
    Forvis, Llp$13.7K
    NONE · Direct $13.7K

Related Form 5500 pages