Briar Cliff University 403(B) Dc Plan — Form 5500 plan (Briar Cliff 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, Briar Cliff University 403(B) Dc Plan is a benefit plan reported by Briar Cliff University under EIN 42-0707124 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $27,875,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Briar Cliff University
- EIN
- 42-0707124
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $27,875,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20250717105606NAL0000059635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,875,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,875,458
- Net assets (BOY)
- $26,885,666
Income & contributions
- Employer contributions
- $143,994
- Participant contributions
- $317,574
- Total contributions
- $585,540
- Total income / additions
- $2,699,421
Expenses & distributions
- Benefits paid
- $1,692,000
- Administrative expenses
- $17,629
- Total expenses
- $1,709,629
- Net increase / (decrease)
- $989,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $9,410 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $5,804 | $0 | 2023 |
| Coulter & Justus | NONE | $0 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Briar Cliff University
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Sioux City, IA
- Two West Capital Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Coulter & Justus — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation