Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan) — Form 5500 plan (Nova Southeastern University, Inc.)
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, Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan) is a benefit plan reported by Nova Southeastern University, Inc. under EIN 59-1083502 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,489 participants and $457,425,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nova Southeastern University, Inc.
- EIN
- 59-1083502
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 4,489
- End-of-year plan assets
- $457,425,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,489 | H, C | 20241014135149NAL0027470129003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $457,425,290
- Net assets (EOY)
- $457,425,290
- Net assets (BOY)
- $429,475,631
Income & contributions
- Total contributions
- $2,599
- Total income / additions
- $55,325,754
Expenses & distributions
- Benefits paid
- $27,111,377
- Administrative expenses
- $264,718
- Total expenses
- $27,376,095
- Net increase / (decrease)
- $27,949,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teacher'S Insurance & Annuity | not reported in the loaded dataset | $101,564 | $0 | 2023 |
| Captrust Financial Partners LLC | not reported in the loaded dataset | $96,500 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co | not reported in the loaded dataset | $40,656 | $0 | 2023 |
| Ernst & Young Us, Llp | not reported in the loaded dataset | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nova Southeastern University, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Tiaa Teacher'S Insurance & Annuity — Schedule C compensation
- Captrust Financial Partners LLC — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation
- Ernst & Young Us, Llp — Schedule C compensation