Educause Dc Plan — Form 5500 plan (Educause)
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, Educause Dc Plan is a benefit plan reported by Educause under EIN 84-1455437 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $43,830,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educause
- EIN
- 84-1455437
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $43,830,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241014120748NAL0044427008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,830,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,830,248
- Net assets (BOY)
- $37,735,811
Income & contributions
- Employer contributions
- $797,381
- Participant contributions
- $816,113
- Total contributions
- $1,844,304
- Total income / additions
- $7,843,751
Expenses & distributions
- Benefits paid
- $1,722,760
- Administrative expenses
- $26,554
- Total expenses
- $1,749,314
- Net increase / (decrease)
- $6,094,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPING | $26,554 | $0 | 2023 |
| Cliftonlarsonallen,Llp | NONE | $15,750 | not reported in the loaded dataset | 2023 |