Lowell Observatory 403(B) Retirement Annuity Plan — Form 5500 plan (Lowell Observatory)
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, Lowell Observatory 403(B) Retirement Annuity Plan is a benefit plan reported by Lowell Observatory under EIN 86-0098918 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $32,995,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowell Observatory
- EIN
- 86-0098918
- Plan number
- 001
- Plan type
- 2
- Location
- Flagstaff, AZ
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $32,995,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241011130353NAL0012510755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,995,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,995,770
- Net assets (BOY)
- $27,696,779
Income & contributions
- Employer contributions
- $447,377
- Participant contributions
- $824,628
- Total contributions
- $1,516,284
- Total income / additions
- $6,087,968
Expenses & distributions
- Benefits paid
- $788,096
- Administrative expenses
- $881
- Total expenses
- $788,977
- Net increase / (decrease)
- $5,298,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $880 | $0 | 2023 |