Ticua 403(B) Defined Contribution Plan — Form 5500 plan (Tennessee Independent Colleges And Universities Association, 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, Ticua 403(B) Defined Contribution Plan is a benefit plan reported by Tennessee Independent Colleges And Universities Association, Inc. under EIN 62-1155139 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,332 participants and $139,951,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Independent Colleges And Universities Association, Inc.
- EIN
- 62-1155139
- Plan number
- 333
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 2,332
- End-of-year plan assets
- $139,951,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,332 | H, C | 20241015174725NAL0015193539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,951,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,951,903
- Net assets (BOY)
- $83,640,613
Income & contributions
- Employer contributions
- $1,702,452
- Participant contributions
- $2,572,575
- Total contributions
- $4,403,859
- Total income / additions
- $19,749,759
Expenses & distributions
- Benefits paid
- $7,580,332
- Administrative expenses
- $549,482
- Total expenses
- $8,129,814
- Net increase / (decrease)
- $11,619,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | INVESTMENT ADVISOR | $153,375 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Ins & Annuit Assoc | INVESTMENT PROVIDER | $62,777 | $0 | 2023 |
| Pentegra Services, Inc | PLAN ADMINISTRATOR | $41,377 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,408 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $29,036 | not reported in the loaded dataset | 2023 |
| Ftb Advisor Inc | INVESTMENT ADVISORY | $0 | $21,126 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Independent Colleges And Universities Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Millennium Advisory Services, Inc — Schedule C compensation
- Tiaa-Teachers Ins & Annuit Assoc — Schedule C compensation
- Pentegra Services, Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Ftb Advisor Inc — Schedule C compensation