University Of Charleston Retirement Plan — Form 5500 plan (University Of Charleston)
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, University Of Charleston Retirement Plan is a benefit plan reported by University Of Charleston under EIN 55-0357039 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $45,486,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Charleston
- EIN
- 55-0357039
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $45,486,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20241015072040NAL0055068290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,486,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,486,718
- Net assets (BOY)
- $39,668,615
Income & contributions
- Employer contributions
- $939,935
- Participant contributions
- $843,031
- Total contributions
- $2,559,488
- Total income / additions
- $8,764,756
Expenses & distributions
- Benefits paid
- $2,945,878
- Administrative expenses
- $775
- Total expenses
- $2,946,653
- Net increase / (decrease)
- $5,818,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $775 | $0 | 2023 |