University Of Evansville Retirement Healthcare Savings Program — 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 Retirement Healthcare Savings Program is a benefit plan reported by University Of Evansville under EIN 35-0868074 and plan number 509. The latest loaded filing year is 2023. The filing reports 463 participants and $8,088,257 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,088,257
Participants463Covered participants reported
Assets / participant$17.5KComputed: assets ÷ participants$17,469 (computed)
Provider compensation$27.4K1 Schedule C provider row(s)$27,447
- Plan sponsor
- University Of Evansville
- EIN
- 35-0868074
- Plan number
- 509
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20241011102833NAL0043967698001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,088,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,088,257
- Net assets (BOY)
- $7,383,167
Income & contributions
- Employer contributions
- $217,635
- Participant contributions
- $83,537
- Total contributions
- $301,172
- Total income / additions
- $1,221,619
Expenses & distributions
- Benefits paid
- $489,082
- Administrative expenses
- $27,447
- Total expenses
- $516,529
- Net increase / (decrease)
- $705,090
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
72%28%
Employer 72%Participant 28%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $27,447 | not reported in the loaded dataset | 2023 |