St. Ambrose University Defined Contribution Plan — Form 5500 plan (St. Ambrose 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, St. Ambrose University Defined Contribution Plan is a benefit plan reported by St. Ambrose University under EIN 42-0703280 and plan number 001. The latest loaded filing year is 2023. The filing reports 981 participants and $117,936,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Ambrose University
- EIN
- 42-0703280
- Plan number
- 001
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 981
- End-of-year plan assets
- $117,936,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 981 | H, C | 20240828104508NAL0019453568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,936,138
- Total liabilities (EOY)
- $11,605
- Net assets (EOY)
- $117,924,533
- Net assets (BOY)
- $104,782,904
Income & contributions
- Employer contributions
- $1,663,928
- Participant contributions
- $2,789,593
- Total contributions
- $5,511,155
- Total income / additions
- $20,953,483
Expenses & distributions
- Benefits paid
- $7,605,872
- Administrative expenses
- $205,982
- Total expenses
- $7,811,854
- Net increase / (decrease)
- $13,141,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | N/A | $143,967 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance & Annuity | N/A | $72,893 | $0 | 2023 |
| Two West Capital Advisors | N/A | $45,677 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Ambrose University
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Cambridge Investment Research, Inc. — Schedule C compensation
- Tiaa - Teachers Insurance & Annuity — Schedule C compensation
- Two West Capital Advisors — Schedule C compensation