Hamline University 403(B) Retirement Plan — Form 5500 plan (Trustees Of The Hamline University Of Minnesota)

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, Hamline University 403(B) Retirement Plan is a benefit plan reported by Trustees Of The Hamline University Of Minnesota under EIN 41-0693960 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,420 participants and $159,528,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The Hamline University Of Minnesota
EIN
41-0693960
Plan number
001
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
1,420
End-of-year plan assets
$159,528,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,420H, C20241011154143NAL0037543280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$159,528,764
Total liabilities (EOY)
$0
Net assets (EOY)
$159,528,764
Net assets (BOY)
$147,144,032

Income & contributions

Employer contributions
$1,442,123
Participant contributions
$1,975,345
Total contributions
$4,158,482
Total income / additions
$26,016,751

Expenses & distributions

Benefits paid
$13,512,963
Administrative expenses
$119,056
Total expenses
$13,632,019
Net increase / (decrease)
$12,384,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$72,388$02023
Planpilot, LLCNONE$31,443not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$15,225not reported in the loaded dataset2023

Related Form 5500 pages