Plan5500

Tusculum University 403(B) Dc Plan — Form 5500 plan (Tusculum 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, Tusculum University 403(B) Dc Plan is a benefit plan reported by Tusculum University under EIN 62-0484185 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $20,795,156 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.8MPlan net assets, end of year$20,795,156
Participants230Covered participants reported
Assets / participant$90.4KComputed: assets ÷ participants$90,414 (computed)
Provider compensation$32.1K4 Schedule C provider row(s)$32,133
Plan sponsor
Tusculum University
EIN
62-0484185
Plan number
001
Plan type
2
Location
Greenville, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20260423144820NAL0002600419001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$58.2K
Participant$401.9K
Full reported line items

Net assets

Total assets (EOY)
$20,795,156
Total liabilities (EOY)
$0
Net assets (EOY)
$20,795,156
Net assets (BOY)
$19,426,574

Income & contributions

Employer contributions
$58,215
Participant contributions
$401,851
Total contributions
$483,009
Total income / additions
$3,271,597

Expenses & distributions

Benefits paid
$1,874,229
Administrative expenses
$28,786
Total expenses
$1,903,015
Net increase / (decrease)
$1,368,582
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$24,614$02023
Edward JonesINVESTMENT ADVISORY$0$7,5192023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages