Calvin University 403(B) Retirement Plan — Form 5500 plan (Calvin 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, Calvin University 403(B) Retirement Plan is a benefit plan reported by Calvin University under EIN 38-3071514 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,604 participants and $219,109,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calvin University
- EIN
- 38-3071514
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 1,604
- End-of-year plan assets
- $219,109,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,604 | H, C | 20240926132906NAL0000448531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,109,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,109,561
- Net assets (BOY)
- $203,797,356
Income & contributions
- Employer contributions
- $3,046,488
- Participant contributions
- $3,425,335
- Total contributions
- $7,459,314
- Total income / additions
- $36,369,077
Expenses & distributions
- Benefits paid
- $20,815,512
- Administrative expenses
- $241,360
- Total expenses
- $21,056,872
- Net increase / (decrease)
- $15,312,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Cref | NONE KNOWN | $128,254 | $0 | 2023 |
| Raymond James & Associates | NONE KNOWN | $103,565 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $8,700 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE KNOWN | $420 | $0 | 2023 |
| Lincoln National Corporation | NONE KNOWN | $325 | $0 | 2023 |
| Fidelity Investments Institutional | NONE KNOWN | $96 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calvin University
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Tiaa - Cref — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation