University Liggett Tiaa Cref Pension Plan — Form 5500 plan (University Liggett School)
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, University Liggett Tiaa Cref Pension Plan is a benefit plan reported by University Liggett School under EIN 38-1360536 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $46,823,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Liggett School
- EIN
- 38-1360536
- Plan number
- 001
- Plan type
- 2
- Location
- Gross Pointe Woods, MI
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $46,823,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241015120256NAL0028310161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,823,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,823,171
- Net assets (BOY)
- $41,726,653
Income & contributions
- Employer contributions
- $459,024
- Participant contributions
- $722,892
- Total contributions
- $1,194,572
- Total income / additions
- $7,193,500
Expenses & distributions
- Benefits paid
- $2,056,655
- Administrative expenses
- $17,966
- Total expenses
- $2,105,407
- Net increase / (decrease)
- $5,088,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Tilly Virchow Krause, Llp | AUDITOR | $11,300 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $2,916 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | RECORDKEEPER | $225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Liggett School
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Gross Pointe Woods, MI
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa-Cref — Schedule C compensation