University Of Pikeville Retirement Plan — Form 5500 plan (University Of Pikeville)
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, University Of Pikeville Retirement Plan is a benefit plan reported by University Of Pikeville under EIN 61-0444788 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $45,008,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Pikeville
- EIN
- 61-0444788
- Plan number
- 001
- Plan type
- 2
- Location
- Pikeville, KY
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $45,008,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20240805145534NAL0001180385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,008,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,008,136
- Net assets (BOY)
- $38,831,230
Income & contributions
- Employer contributions
- $1,633,311
- Participant contributions
- $1,449,608
- Total contributions
- $3,346,863
- Total income / additions
- $9,021,273
Expenses & distributions
- Benefits paid
- $2,830,149
- Administrative expenses
- $14,218
- Total expenses
- $2,844,367
- Net increase / (decrease)
- $6,176,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $48,636 | $0 | 2023 |
| Planpilot, LLC | ADVISOR | $20,280 | not reported in the loaded dataset | 2023 |
| Valic | RECORDKEEPER | $14,218 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $2,720 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Pikeville
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Pikeville, KY
- Tiaa — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- Valic — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation