Valparaiso University Retirement Plan — Form 5500 plan (The Lutheran University Association, Inc)

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, Valparaiso University Retirement Plan is a benefit plan reported by The Lutheran University Association, Inc under EIN 35-0868125 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,312 participants and $224,652,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lutheran University Association, Inc
EIN
35-0868125
Plan number
001
Plan type
2
Location
Valparaiso, IN
Latest filing year
2023
Participants
2,312
End-of-year plan assets
$224,652,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,312H, C20241011161303NAL0045068914001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$224,652,628
Total liabilities (EOY)
$0
Net assets (EOY)
$224,652,628
Net assets (BOY)
$209,002,189

Income & contributions

Employer contributions
$2,364,947
Participant contributions
$3,222,675
Total contributions
$5,836,186
Total income / additions
$33,774,756

Expenses & distributions

Benefits paid
$17,884,624
Administrative expenses
$239,693
Total expenses
$18,124,317
Net increase / (decrease)
$15,650,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$91,751$02023
Resources Investment Advisors, IncNONE$48,000not reported in the loaded dataset2023

Related Form 5500 pages