Bethune-Cookman University Retirement Plan — Form 5500 plan (Bethune-Cookman 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, Bethune-Cookman University Retirement Plan is a benefit plan reported by Bethune-Cookman University under EIN 59-0704726 and plan number 002. The latest loaded filing year is 2023. The filing reports 848 participants and $45,524,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethune-Cookman University
- EIN
- 59-0704726
- Plan number
- 002
- Plan type
- 2
- Location
- Daytona Beach, FL
- Latest filing year
- 2023
- Participants
- 848
- End-of-year plan assets
- $45,524,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 848 | H, C | 20250324102041NAL0006852067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,524,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,524,775
- Net assets (BOY)
- $42,210,849
Income & contributions
- Employer contributions
- $483,580
- Participant contributions
- $917,388
- Total contributions
- $1,450,047
- Total income / additions
- $7,851,113
Expenses & distributions
- Benefits paid
- $4,499,612
- Administrative expenses
- $37,575
- Total expenses
- $4,537,187
- Net increase / (decrease)
- $3,313,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $21,168 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $16,287 | $0 | 2023 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $120 | $12,059 | 2023 |