University Of Evansville Defined Contribution Retirement Plan — Form 5500 plan (University Of Evansville)

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 Evansville Defined Contribution Retirement Plan is a benefit plan reported by University Of Evansville under EIN 35-0868074 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,269 participants and $187,719,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Evansville
EIN
35-0868074
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
1,269
End-of-year plan assets
$187,719,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,269H, C20241010150015NAL0040573122001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,719,114
Total liabilities (EOY)
$0
Net assets (EOY)
$187,719,114
Net assets (BOY)
$172,604,353

Income & contributions

Employer contributions
$1,457,584
Participant contributions
$1,888,517
Total contributions
$4,120,776
Total income / additions
$28,759,188

Expenses & distributions

Benefits paid
$13,551,096
Administrative expenses
$93,331
Total expenses
$13,644,427
Net increase / (decrease)
$15,114,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$59,491$02023
Planpilot, LLCNONE$21,840not reported in the loaded dataset2023
Harding, Shymanski & Co, P.S.C.NONE$12,000not reported in the loaded dataset2023

Related Form 5500 pages