Embry-Riddle Aeronautical University Defined Contribution Retirement Plan — Form 5500 plan (Embry-Riddle Aeronautical 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, Embry-Riddle Aeronautical University Defined Contribution Retirement Plan is a benefit plan reported by Embry-Riddle Aeronautical University under EIN 59-0936101 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,321 participants and $575,180,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Embry-Riddle Aeronautical University
EIN
59-0936101
Plan number
001
Plan type
2
Location
Daytona Beach, FL
Latest filing year
2023
Participants
6,321
End-of-year plan assets
$575,180,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,321H, C20240905150632NAL0021189345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$575,180,245
Total liabilities (EOY)
$0
Net assets (EOY)
$575,180,245
Net assets (BOY)
$495,777,816

Income & contributions

Employer contributions
$18,157,643
Participant contributions
$13,557,108
Total contributions
$34,732,153
Total income / additions
$110,532,254

Expenses & distributions

Benefits paid
$30,599,436
Administrative expenses
$530,389
Total expenses
$31,129,825
Net increase / (decrease)
$79,402,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$426,389$02023
Capfinancial Partners. LLCNONE$69,000not reported in the loaded dataset2023
Kpmg LlpNONE$35,000not reported in the loaded dataset2023

Related Form 5500 pages