University Of Mount Union Defined Contribution Retirement Plan — Form 5500 plan (University Of Mount Union)
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, University Of Mount Union Defined Contribution Retirement Plan is a benefit plan reported by University Of Mount Union under EIN 34-0714687 and plan number 002. The latest loaded filing year is 2023. The filing reports 851 participants and $95,546,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Mount Union
- EIN
- 34-0714687
- Plan number
- 002
- Plan type
- 2
- Location
- Alliance, OH
- Latest filing year
- 2023
- Participants
- 851
- End-of-year plan assets
- $95,546,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 851 | H, C | 20241015134040NAL0028609201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,546,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,546,659
- Net assets (BOY)
- $85,716,686
Income & contributions
- Employer contributions
- $2,206,485
- Participant contributions
- $805,591
- Total contributions
- $3,172,917
- Total income / additions
- $14,849,595
Expenses & distributions
- Benefits paid
- $4,855,177
- Administrative expenses
- $164,445
- Total expenses
- $5,019,622
- Net increase / (decrease)
- $9,829,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| University Of Mount Union | NONE | $48,818 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $35,587 | $0 | 2023 |