Depauw University Retiree Welfare Benefit Plan — Form 5500 plan (Depauw University)
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, Depauw University Retiree Welfare Benefit Plan is a benefit plan reported by Depauw University under EIN 35-0869045 and plan number 516. The latest loaded filing year is 2023. The filing reports 277 participants and $11,828,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Depauw University
- EIN
- 35-0869045
- Plan number
- 516
- Plan type
- 2
- Location
- Greencastle, IN
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $11,828,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241014161913NAL0015279987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,828,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,828,365
- Net assets (BOY)
- $10,620,008
Income & contributions
- Employer contributions
- $935,546
- Participant contributions
- $419,491
- Total contributions
- $1,355,037
- Total income / additions
- $2,889,213
Expenses & distributions
- Benefits paid
- $1,492,181
- Administrative expenses
- $188,675
- Total expenses
- $1,680,856
- Net increase / (decrease)
- $1,208,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amwins Group Inc. | TPA | $167,005 | not reported in the loaded dataset | 2023 |
| The Howard E. Nyhart Co, Inc. | ACTUARY/ RECORDKEEPING | $21,670 | not reported in the loaded dataset | 2023 |