Midland University 403(B) Retirement Savings Plan — Form 5500 plan (Midland 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, Midland University 403(B) Retirement Savings Plan is a benefit plan reported by Midland University under EIN 47-0376551 and plan number 003. The latest loaded filing year is 2023. The filing reports 474 participants and $20,905,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midland University
- EIN
- 47-0376551
- Plan number
- 003
- Plan type
- 2
- Location
- Fremont, NE
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $20,905,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20250529152637NAL0007956545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,905,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,905,196
- Net assets (BOY)
- $18,512,527
Income & contributions
- Employer contributions
- $292,170
- Participant contributions
- $511,678
- Total contributions
- $963,276
- Total income / additions
- $4,753,400
Expenses & distributions
- Benefits paid
- $2,304,130
- Administrative expenses
- $56,601
- Total expenses
- $2,360,731
- Net increase / (decrease)
- $2,392,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $23,250 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | NONE | $14,397 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $9,554 | $0 | 2023 |
| Coulter & Justus | NONE | $9,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midland University
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Fremont, NE
- Two West Capital Advisors — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Coulter & Justus — Schedule C compensation