Butler University Retirement Plan — Form 5500 plan (Butler 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, Butler University Retirement Plan is a benefit plan reported by Butler University under EIN 35-0867977 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,251 participants and $343,073,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler University
- EIN
- 35-0867977
- Plan number
- 006
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 4,251
- End-of-year plan assets
- $343,073,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,251 | H, C | 20241014163523NAL0053178546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $343,073,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $343,073,559
- Net assets (BOY)
- $305,561,372
Income & contributions
- Employer contributions
- $7,258,594
- Participant contributions
- $6,773,360
- Total contributions
- $15,868,691
- Total income / additions
- $60,846,572
Expenses & distributions
- Benefits paid
- $23,112,394
- Administrative expenses
- $221,991
- Total expenses
- $23,334,385
- Net increase / (decrease)
- $37,512,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Ins & Annuity Assoc | CUSTODIAN | $139,044 | $2,925 | 2023 |
| Planpilot, LLC | TPA | $58,601 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDIT FEES | $27,220 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butler University
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Tiaa - Teachers Ins & Annuity Assoc — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation