Bellarmine University Tax Deferred Annuity Plan — Form 5500 plan (Bellarmine 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, Bellarmine University Tax Deferred Annuity Plan is a benefit plan reported by Bellarmine University under EIN 61-0482955 and plan number 002. The latest loaded filing year is 2023. The filing reports 635 participants and $29,169,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellarmine University
- EIN
- 61-0482955
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $29,169,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20241011211239NAL0022692033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,169,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,169,965
- Net assets (BOY)
- $27,897,767
Income & contributions
- Participant contributions
- $1,231,276
- Total contributions
- $2,554,556
- Total income / additions
- $6,135,854
Expenses & distributions
- Benefits paid
- $4,844,988
- Administrative expenses
- $18,668
- Total expenses
- $4,863,656
- Net increase / (decrease)
- $1,272,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealthmd Corporation | NONE | $15,710 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $1,926 | $0 | 2023 |