Old Dominion University Research Foundation Tax-Sheltered Retirement Plan — Form 5500 plan (Old Dominion University Research Foundation)
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, Old Dominion University Research Foundation Tax-Sheltered Retirement Plan is a benefit plan reported by Old Dominion University Research Foundation under EIN 54-6068198 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,313 participants and $27,380,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Old Dominion University Research Foundation
- EIN
- 54-6068198
- Plan number
- 001
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 1,313
- End-of-year plan assets
- $27,380,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,313 | H, C | 20250211154308NAL0038532914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,380,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,380,209
- Net assets (BOY)
- $25,790,433
Income & contributions
- Employer contributions
- $875,504
- Participant contributions
- $691,053
- Total contributions
- $1,627,574
- Total income / additions
- $4,850,337
Expenses & distributions
- Benefits paid
- $3,164,962
- Administrative expenses
- $95,599
- Total expenses
- $3,260,561
- Net increase / (decrease)
- $1,589,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $118,641 | $0 | 2023 |
| Resource 1, Inc. | INVESTMENT ADVISORY | $0 | $42,155 | 2023 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $0 | $2,591 | 2023 |
| Lincoln-Aps | SERVICE PROVIDER | $800 | $0 | 2023 |
| Variable Annuity Life Insurance Co | SERVICE PROVIDER | $90 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Old Dominion University Research Foundation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Principal Life Insurance Company — Schedule C compensation
- Resource 1, Inc. — Schedule C compensation
- Axa Equitable Life Insurance Co — Schedule C compensation
- Lincoln-Aps — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation