Brenau University 403(B) Defined Contribution Plan — Form 5500 plan (Brenau 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, Brenau University 403(B) Defined Contribution Plan is a benefit plan reported by Brenau University under EIN 58-0566143 and plan number 002. The latest loaded filing year is 2023. The filing reports 697 participants and $63,187,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brenau University
- EIN
- 58-0566143
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, GA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $63,187,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20250415125851NAL0001489363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,187,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,187,376
- Net assets (BOY)
- $56,367,309
Income & contributions
- Employer contributions
- $1,145,493
- Participant contributions
- $2,012,045
- Total contributions
- $3,337,525
- Total income / additions
- $11,580,910
Expenses & distributions
- Benefits paid
- $4,574,967
- Administrative expenses
- $185,876
- Total expenses
- $4,760,843
- Net increase / (decrease)
- $6,820,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPING | $100,754 | $0 | 2023 |
| Cannon Financial Strategists, Inc. | CONSULTANT | $85,076 | not reported in the loaded dataset | 2023 |
| Lincoln National Corp | SERVICE PROVIDER | $25 | $0 | 2023 |