Lewis University 403(B) Defined Contribution Retirement Plan — Form 5500 plan (Lewis 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, Lewis University 403(B) Defined Contribution Retirement Plan is a benefit plan reported by Lewis University under EIN 36-2167773 and plan number 010. The latest loaded filing year is 2023. The filing reports 486 participants and $22,119,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis University
- EIN
- 36-2167773
- Plan number
- 010
- Plan type
- 2
- Location
- Romeoville, IL
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $22,119,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20240927113518NAL0002025745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,119,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,119,939
- Net assets (BOY)
- $17,727,951
Income & contributions
- Participant contributions
- $2,217,967
- Total contributions
- $2,525,953
- Total income / additions
- $5,238,667
Expenses & distributions
- Benefits paid
- $792,692
- Administrative expenses
- $53,987
- Total expenses
- $846,679
- Net increase / (decrease)
- $4,391,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $15,253 | $0 | 2023 |