Baker University Defined Contribution Retirement Plan — Form 5500 plan (Baker 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, Baker University Defined Contribution Retirement Plan is a benefit plan reported by Baker University under EIN 48-0543766 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $32,702,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker University
- EIN
- 48-0543766
- Plan number
- 001
- Plan type
- 2
- Location
- Baldwin, KS
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $32,702,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20240801103033NAL0051072210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,702,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,702,164
- Net assets (BOY)
- $31,133,537
Income & contributions
- Employer contributions
- $290,403
- Participant contributions
- $607,736
- Total contributions
- $1,072,646
- Total income / additions
- $5,460,633
Expenses & distributions
- Benefits paid
- $3,829,778
- Administrative expenses
- $62,228
- Total expenses
- $3,892,006
- Net increase / (decrease)
- $1,568,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors, LLC | NONE | $32,395 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Service, LLC | NONE | $28,741 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |