Viterbo University, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Viterbo University, Inc.)

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, Viterbo University, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Viterbo University, Inc. under EIN 39-0978445 and plan number 002. The latest loaded filing year is 2023. The filing reports 365 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Viterbo University, Inc.
EIN
39-0978445
Plan number
002
Plan type
2
Location
La Crosse, WI
Latest filing year
2023
Participants
365
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20240530142039NAL0013570193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$17,883,276

Income & contributions

Participant contributions
$481,670
Total contributions
$525,417
Total income / additions
$2,989,376

Expenses & distributions

Benefits paid
$1,878,395
Administrative expenses
$611
Total expenses
$1,879,006
Net increase / (decrease)
$1,110,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$200$02023

Related Form 5500 pages