Bellevue University Defined Contribution Retirement Plan — Form 5500 plan (Bellevue 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, Bellevue University Defined Contribution Retirement Plan is a benefit plan reported by Bellevue University under EIN 47-0491571 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,796 participants and $80,617,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bellevue University
EIN
47-0491571
Plan number
001
Plan type
2
Location
Bellevue, NE
Latest filing year
2023
Participants
1,796
End-of-year plan assets
$80,617,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,796H, C20240718123205NAL0005516977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,617,817
Total liabilities (EOY)
$437,441
Net assets (EOY)
$80,180,376
Net assets (BOY)
$66,816,245

Income & contributions

Employer contributions
$2,048,051
Participant contributions
$3,181,701
Total contributions
$5,370,327
Total income / additions
$17,042,796

Expenses & distributions

Benefits paid
$3,578,470
Administrative expenses
$84,777
Total expenses
$3,678,665
Net increase / (decrease)
$13,364,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$155,963$02023
Silverstone Asset Management IncINVESTMENT ADVISORY$0$65,4482023
Ascensus Holdings, Inc.OTHER SERVICES$65$24,8192023

Related Form 5500 pages