Belhaven University 403(B) Plan — Form 5500 plan (Belhaven 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, Belhaven University 403(B) Plan is a benefit plan reported by Belhaven University under EIN 64-0303069 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $27,510,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belhaven University
- EIN
- 64-0303069
- Plan number
- 002
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $27,510,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20241014154700NAL0026617729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,510,915
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $27,510,912
- Net assets (BOY)
- $23,494,803
Income & contributions
- Employer contributions
- $953,709
- Participant contributions
- $1,451,394
- Total contributions
- $2,486,498
- Total income / additions
- $6,103,339
Expenses & distributions
- Benefits paid
- $2,076,480
- Administrative expenses
- $823
- Total expenses
- $2,087,230
- Net increase / (decrease)
- $4,016,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $1,498 | $0 | 2023 |