Culver Educational Foundation Retirement Plan — Form 5500 plan (The Culver Educational Foundation)
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, Culver Educational Foundation Retirement Plan is a benefit plan reported by The Culver Educational Foundation under EIN 35-0868071 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $21,104,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Culver Educational Foundation
- EIN
- 35-0868071
- Plan number
- 001
- Plan type
- 2
- Location
- Culver, IN
- Latest filing year
- 2023
- Participants
- 554
- End-of-year plan assets
- $21,104,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20250303153102NAL0011140466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,104,049
- Net assets (EOY)
- $21,104,049
- Net assets (BOY)
- $23,356,200
Income & contributions
- Employer contributions
- $750,000
- Total contributions
- $750,000
- Total income / additions
- $2,619,346
Expenses & distributions
- Benefits paid
- $4,571,547
- Administrative expenses
- $299,950
- Total expenses
- $4,871,497
- Net increase / (decrease)
- -$2,252,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Pension Resources, Inc. | NONE | $91,190 | not reported in the loaded dataset | 2023 |
| Brown Advisory LLC | NONE | $41,655 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $14,066 | not reported in the loaded dataset | 2023 |