Franklin College 403(B) Retirement And Tax Deferred Annuity Plan — Form 5500 plan (Franklin College Of Indiana)
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, Franklin College 403(B) Retirement And Tax Deferred Annuity Plan is a benefit plan reported by Franklin College Of Indiana under EIN 35-0868086 and plan number 003. The latest loaded filing year is 2023. The filing reports 653 participants and $59,012,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin College Of Indiana
- EIN
- 35-0868086
- Plan number
- 003
- Plan type
- 2
- Location
- Franklin, IN
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $59,012,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20240730142153NAL0020203681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,012,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,012,114
- Net assets (BOY)
- $53,396,679
Income & contributions
- Employer contributions
- $963,725
- Participant contributions
- $770,918
- Total contributions
- $1,786,944
- Total income / additions
- $9,534,129
Expenses & distributions
- Benefits paid
- $3,889,489
- Administrative expenses
- $29,205
- Total expenses
- $3,918,694
- Net increase / (decrease)
- $5,615,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $29,205 | $0 | 2023 |