Culver Educational Foundation Defined Contribution 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 Defined Contribution Retirement Plan is a benefit plan reported by The Culver Educational Foundation under EIN 35-0868071 and plan number 002. The latest loaded filing year is 2023. The filing reports 778 participants and $73,053,427 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
- 002
- Plan type
- 2
- Location
- Culver, IN
- Latest filing year
- 2023
- Participants
- 778
- End-of-year plan assets
- $73,053,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 778 | H, C | 20250303153050NAL0003439187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,053,427
- Net assets (EOY)
- $73,053,427
- Net assets (BOY)
- $66,040,756
Income & contributions
- Employer contributions
- $2,954,226
- Participant contributions
- $2,223,481
- Total contributions
- $5,270,895
- Total income / additions
- $13,598,097
Expenses & distributions
- Benefits paid
- $6,489,913
- Administrative expenses
- $95,513
- Total expenses
- $6,585,426
- Net increase / (decrease)
- $7,012,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | SERVICE PROVIDER | $91,857 | $0 | 2023 |
| Cap Financial Partners, LLC | SERVICE PROVIDER | $13,350 | not reported in the loaded dataset | 2023 |