Bradley University Defined Contribution Plan — Form 5500 plan (Bradley 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, Bradley University Defined Contribution Plan is a benefit plan reported by Bradley University under EIN 37-0661494 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,407 participants and $347,568,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradley University
- EIN
- 37-0661494
- Plan number
- 001
- Plan type
- 2
- Location
- Peoria, IL
- Latest filing year
- 2023
- Participants
- 2,407
- End-of-year plan assets
- $347,568,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,407 | H, C | 20240808092348NAL0004750833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $347,568,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $347,568,965
- Net assets (BOY)
- $317,590,861
Income & contributions
- Employer contributions
- $3,477,209
- Participant contributions
- $4,460,332
- Total contributions
- $9,050,233
- Total income / additions
- $53,346,742
Expenses & distributions
- Benefits paid
- $23,253,239
- Administrative expenses
- $115,399
- Total expenses
- $23,368,638
- Net increase / (decrease)
- $29,978,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Planpilot, LLC | not reported in the loaded dataset | $40,593 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $26,902 | $0 | 2023 |
| Clifton Larson Allen Llp | not reported in the loaded dataset | $19,832 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $72 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bradley University
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Peoria, IL
- Planpilot, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation