Lakeland University Retirement Plan 403(B) — Form 5500 plan (Lakeland 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, Lakeland University Retirement Plan 403(B) is a benefit plan reported by Lakeland University under EIN 39-0821861 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $55,034,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeland University
- EIN
- 39-0821861
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, WI
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $55,034,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20250414124118NAL0000772451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,034,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,034,489
- Net assets (BOY)
- $50,316,543
Income & contributions
- Employer contributions
- $162,505
- Participant contributions
- $583,396
- Total contributions
- $751,566
- Total income / additions
- $7,393,839
Expenses & distributions
- Benefits paid
- $2,652,405
- Administrative expenses
- $23,488
- Total expenses
- $2,675,893
- Net increase / (decrease)
- $4,717,946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | AUDITOR | $14,763 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | RIA | $8,550 | not reported in the loaded dataset | 2023 |