Judson University Retirement Plan — Form 5500 plan (Judson 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, Judson University Retirement Plan is a benefit plan reported by Judson University under EIN 36-2515868 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $16,156,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Judson University
- EIN
- 36-2515868
- Plan number
- 001
- Plan type
- 2
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $16,156,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20250312150655NAL0030616928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,156,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,156,226
- Net assets (BOY)
- $14,601,261
Income & contributions
- Participant contributions
- $284,679
- Total contributions
- $287,150
- Total income / additions
- $2,328,039
Expenses & distributions
- Benefits paid
- $757,316
- Administrative expenses
- $15,758
- Total expenses
- $773,074
- Net increase / (decrease)
- $1,554,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $10,573 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Ins & Annuity Assoc | NONE | $5,411 | $0 | 2023 |