Naropa University Defined Contribution Plan — Form 5500 plan (Naropa 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, Naropa University Defined Contribution Plan is a benefit plan reported by Naropa University under EIN 84-1029228 and plan number 003. The latest loaded filing year is 2023. The filing reports 429 participants and $16,712,798 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.7MPlan net assets, end of year$16,712,798
Participants429Covered participants reported
Assets / participant$39KComputed: assets ÷ participants$38,958 (computed)
Provider compensation$27K2 Schedule C provider row(s)$27,023
Plan sponsor
Naropa University
EIN
84-1029228
Plan number
003
Plan type
2
Location
Boulder, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    429 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities
Money in vs. money out
Total income / additions$2.8M
Total expenses$823.2K
Benefits paid / distributions$793.1K
Contributions
Employer$205.4K
Participant$716K
Full reported line items

Net assets

Total assets (EOY)
$16,712,798
Net assets (EOY)
$16,712,798
Net assets (BOY)
$14,689,260

Income & contributions

Employer contributions
$205,400
Participant contributions
$715,971
Total contributions
$930,142
Total income / additions
$2,846,742

Expenses & distributions

Benefits paid
$793,144
Administrative expenses
$30,060
Total expenses
$823,204
Net increase / (decrease)
$2,023,538
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $18.8K · Indirect $0
  2. 2
    NONE · Direct $8.2K

Related Form 5500 pages