Regis University Defined Contribution Plan — Form 5500 plan (Regis 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, Regis University Defined Contribution Plan is a benefit plan reported by Regis University under EIN 84-0402707 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,950 participants and $163,723,300 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regis University
EIN
84-0402707
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
1,950
End-of-year plan assets
$163,723,300

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,950H, C20241002120943NAL0004775571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,723,300
Total liabilities (EOY)
$0
Net assets (EOY)
$163,723,300
Net assets (BOY)
$147,156,765

Income & contributions

Employer contributions
$5,538,560
Participant contributions
$3,109,700
Total contributions
$9,000,468
Total income / additions
$29,720,893

Expenses & distributions

Benefits paid
$12,652,754
Administrative expenses
$230,651
Total expenses
$12,951,192
Net increase / (decrease)
$16,769,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$179,751$02023
Advised Asset GroupINVESTMENT MANAGEMENT$50,499not reported in the loaded dataset2023
Gwfs EquitiesINVESTMENT MANAGEMENT$400not reported in the loaded dataset2023

Related Form 5500 pages