Texas Wesleyan University 403(B) Plan — Form 5500 plan (Texas Wesleyan 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, Texas Wesleyan University 403(B) Plan is a benefit plan reported by Texas Wesleyan University under EIN 75-0800691 and plan number 002. The latest loaded filing year is 2023. The filing reports 750 participants and $34,780,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Wesleyan University
- EIN
- 75-0800691
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $34,780,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20241009115945NAL0032584144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,780,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,780,308
- Net assets (BOY)
- $30,251,199
Income & contributions
- Participant contributions
- $1,375,821
- Total contributions
- $1,499,940
- Total income / additions
- $6,103,557
Expenses & distributions
- Benefits paid
- $1,493,437
- Administrative expenses
- $81,011
- Total expenses
- $1,574,448
- Net increase / (decrease)
- $4,529,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $45,554 | $0 | 2023 |
| Plan Pilot | NONE | $17,632 | not reported in the loaded dataset | 2023 |
| Forvis Mazars | NONE | $17,325 | not reported in the loaded dataset | 2023 |