Palm Beach Atlantic University 403(B)(7) Plan — Form 5500 plan (Palm Beach Atlantic 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, Palm Beach Atlantic University 403(B)(7) Plan is a benefit plan reported by Palm Beach Atlantic University, Inc. under EIN 59-1092732 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,522 participants and $75,479,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palm Beach Atlantic University, Inc.
- EIN
- 59-1092732
- Plan number
- 001
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 1,522
- End-of-year plan assets
- $75,479,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,522 | H, C | 20241015123801NAL0016407235005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,479,442
- Net assets (EOY)
- $75,479,442
- Net assets (BOY)
- $67,019,674
Income & contributions
- Employer contributions
- $1,335,303
- Participant contributions
- $2,234,551
- Total contributions
- $3,622,327
- Total income / additions
- $14,182,505
Expenses & distributions
- Benefits paid
- $5,642,741
- Administrative expenses
- $79,996
- Total expenses
- $5,722,737
- Net increase / (decrease)
- $8,459,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $69,053 | $0 | 2023 |
| Gallagher Benefit Services Inc. | ADVISOR | $6,250 | not reported in the loaded dataset | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palm Beach Atlantic University, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Gallagher Benefit Services Inc. — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation