Lincoln Memorial University Defined Contribution Retirement Plan — Form 5500 plan (Lincoln Memorial 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, Lincoln Memorial University Defined Contribution Retirement Plan is a benefit plan reported by Lincoln Memorial University under EIN 62-0479542 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,427 participants and $64,644,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Memorial University
- EIN
- 62-0479542
- Plan number
- 001
- Plan type
- 2
- Location
- Harrogate, TN
- Latest filing year
- 2023
- Participants
- 1,427
- End-of-year plan assets
- $64,644,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,427 | H, C | 20241003161506NAL0010887457003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,644,486
- Net assets (EOY)
- $64,644,486
- Net assets (BOY)
- $56,081,040
Income & contributions
- Employer contributions
- $2,581,313
- Participant contributions
- $3,657,938
- Total contributions
- $6,899,439
- Total income / additions
- $15,364,677
Expenses & distributions
- Benefits paid
- $6,651,861
- Administrative expenses
- $168,127
- Total expenses
- $6,829,277
- Net increase / (decrease)
- $8,535,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $88,645 | $0 | 2023 |
| Millennium Advisory Services | not reported in the loaded dataset | $75,869 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln Memorial University
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Harrogate, TN
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Millennium Advisory Services — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation