Mercer University Defined Contribution Retirement Plan — Form 5500 plan (Mercer 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, Mercer University Defined Contribution Retirement Plan is a benefit plan reported by Mercer University under EIN 58-0566167 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,677 participants and $514,404,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercer University
- EIN
- 58-0566167
- Plan number
- 001
- Plan type
- 2
- Location
- Macon, GA
- Latest filing year
- 2023
- Participants
- 3,677
- End-of-year plan assets
- $514,404,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,677 | H, C | 20241015104508NAL0016168803003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $514,404,788
- Net assets (EOY)
- $514,404,788
- Net assets (BOY)
- $453,786,357
Income & contributions
- Employer contributions
- $10,197,020
- Participant contributions
- $7,226,604
- Total contributions
- $19,954,236
- Total income / additions
- $86,005,558
Expenses & distributions
- Benefits paid
- $25,267,134
- Administrative expenses
- $119,993
- Total expenses
- $25,387,127
- Net increase / (decrease)
- $60,618,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Ins & Annuity Assoc | not reported in the loaded dataset | $159,352 | $0 | 2023 |
| Sageview Advisory Group LLC | not reported in the loaded dataset | $67,500 | not reported in the loaded dataset | 2023 |
| Corporation Of Mercer University | not reported in the loaded dataset | $50,000 | not reported in the loaded dataset | 2023 |
| Guidestone Financial Services | not reported in the loaded dataset | $13,950 | $0 | 2023 |
| Equitable Financial Life Ins Co | RECORDKEEPER | $0 | $8,403 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercer University
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Macon, GA
- Tiaa-Teachers Ins & Annuity Assoc — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Corporation Of Mercer University — Schedule C compensation
- Guidestone Financial Services — Schedule C compensation
- Equitable Financial Life Ins Co — Schedule C compensation