Plan5500

Campbell University Defined Contribution Retirement Plan — Form 5500 plan (Campbell 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, Campbell University Defined Contribution Retirement Plan is a benefit plan reported by Campbell University under EIN 56-0529940 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,367 participants and $187,553,553 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Campbell University
EIN
56-0529940
Plan number
002
Plan type
2
Location
Buies Creek, NC
Latest filing year
2023
Participants
2,367
End-of-year plan assets
$187,553,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,367H, C20241014122704NAL0014921043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,553,553
Total liabilities (EOY)
$0
Net assets (EOY)
$187,553,553
Net assets (BOY)
$166,712,208

Income & contributions

Employer contributions
$2,089,985
Participant contributions
$5,004,052
Total contributions
$9,189,304
Total income / additions
$33,733,015

Expenses & distributions

Benefits paid
$12,623,869
Administrative expenses
$267,801
Total expenses
$12,891,670
Net increase / (decrease)
$20,841,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Millennium Advisory Services, IncNONE$185,454not reported in the loaded dataset2023
TiaaNONE$66,085$02023
Sageview Advisory Group, LLCNONE$16,262not reported in the loaded dataset2023

Related Form 5500 pages