Avila University Dc Retirement Plan — Form 5500 plan (Avila 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, Avila University Dc Retirement Plan is a benefit plan reported by Avila University under EIN 44-0617326 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $33,301,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avila University
- EIN
- 44-0617326
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $33,301,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20240813160717NAL0006170467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,301,157
- Net assets (EOY)
- $33,301,157
- Net assets (BOY)
- $31,658,733
Income & contributions
- Employer contributions
- $82,698
- Participant contributions
- $576,701
- Total contributions
- $659,399
- Total income / additions
- $5,015,702
Expenses & distributions
- Benefits paid
- $3,346,697
- Administrative expenses
- $26,581
- Total expenses
- $3,373,278
- Net increase / (decrease)
- $1,642,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $13,460 | $0 | 2023 |
| Tiaa - Teachers Ins And Annuity | NONE | $12,296 | $0 | 2023 |