National University Of Health Sciences Defined Contribution Retirement Plan — Form 5500 plan (National University Of Health Sciences)
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, National University Of Health Sciences Defined Contribution Retirement Plan is a benefit plan reported by National University Of Health Sciences under EIN 36-1521940 and plan number 003. The latest loaded filing year is 2023. The filing reports 298 participants and $22,303,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National University Of Health Sciences
- EIN
- 36-1521940
- Plan number
- 003
- Plan type
- 2
- Location
- Lombard, IL
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $22,303,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240729090628NAL0012357203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,303,047
- Net assets (EOY)
- $22,303,047
- Net assets (BOY)
- $19,599,004
Income & contributions
- Employer contributions
- $153,794
- Participant contributions
- $639,268
- Total contributions
- $806,961
- Total income / additions
- $3,614,145
Expenses & distributions
- Benefits paid
- $858,141
- Administrative expenses
- $51,961
- Total expenses
- $910,102
- Net increase / (decrease)
- $2,704,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iron Horse Wealth Management | NONE | $48,642 | $0 | 2023 |
| Tiaa - Teachers Insurance And Annui | NONE | $1,784 | $0 | 2023 |
| Nova 401(K) Associates | NONE | $790 | $0 | 2023 |
| The Vanguard Group | NONE | $775 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National University Of Health Sciences
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lombard, IL
- Iron Horse Wealth Management — Schedule C compensation
- Tiaa - Teachers Insurance And Annui — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- The Vanguard Group — Schedule C compensation