Colorado Christian University 403(B) Retirement Plan — Form 5500 plan (Colorado Christian 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, Colorado Christian University 403(B) Retirement Plan is a benefit plan reported by Colorado Christian University under EIN 84-0442429 and plan number 109. The latest loaded filing year is 2023. The filing reports 1,646 participants and $43,163,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado Christian University
- EIN
- 84-0442429
- Plan number
- 109
- Plan type
- 2
- Location
- Lakewood, CO
- Latest filing year
- 2023
- Participants
- 1,646
- End-of-year plan assets
- $43,163,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,646 | H, C | 20240923181232NAL0011743489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,163,430
- Net assets (EOY)
- $43,163,430
- Net assets (BOY)
- $37,717,638
Income & contributions
- Employer contributions
- $1,587,749
- Participant contributions
- $2,756,117
- Total contributions
- $4,468,627
- Total income / additions
- $10,945,329
Expenses & distributions
- Benefits paid
- $5,356,170
- Administrative expenses
- $103,995
- Total expenses
- $5,499,537
- Net increase / (decrease)
- $5,445,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $58,577 | $0 | 2023 |
| Securian Financial Services | CONSULTANT | $29,783 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | CONSULTANT | $15,336 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORD KEEPER | $299 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colorado Christian University
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Lakewood, CO
- Transamerica Retirement Solutions — Schedule C compensation
- Securian Financial Services — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- National Financial Services — Schedule C compensation