Retirement Plan For Chowan University — Form 5500 plan (Chowan 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, Retirement Plan For Chowan University is a benefit plan reported by Chowan University under EIN 56-0554199 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $23,564,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chowan University
- EIN
- 56-0554199
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, NC
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $23,564,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20240905141346NAL0035082944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,564,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,564,474
- Net assets (BOY)
- $21,367,666
Income & contributions
- Employer contributions
- $149,715
- Participant contributions
- $389,651
- Total contributions
- $595,156
- Total income / additions
- $3,955,910
Expenses & distributions
- Benefits paid
- $1,686,622
- Administrative expenses
- $56,394
- Total expenses
- $1,759,102
- Net increase / (decrease)
- $2,196,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $40,394 | $0 | 2023 |
| Pbmares, Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | ADVISOR | $6,000 | not reported in the loaded dataset | 2023 |