Quincy University Dc Retirement Plan — Form 5500 plan (Quincy University Corporation)
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, Quincy University Dc Retirement Plan is a benefit plan reported by Quincy University Corporation under EIN 37-0661231 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $22,639,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quincy University Corporation
- EIN
- 37-0661231
- Plan number
- 001
- Plan type
- 2
- Location
- Quincy, IL
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $22,639,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20250227105008NAL0002177569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,639,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,639,201
- Net assets (BOY)
- $20,616,759
Income & contributions
- Employer contributions
- $198,588
- Participant contributions
- $565,538
- Total contributions
- $852,131
- Total income / additions
- $3,928,522
Expenses & distributions
- Benefits paid
- $1,882,476
- Administrative expenses
- $23,604
- Total expenses
- $1,906,080
- Net increase / (decrease)
- $2,022,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,604 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $15,667 | 2023 |