Plan5500

Biola University Defined Contribution Retirement Plan — Form 5500 plan (Biola University, Inc.)

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, Biola University Defined Contribution Retirement Plan is a benefit plan reported by Biola University, Inc. under EIN 95-0549600 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,825 participants and $182,379,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Biola University, Inc.
EIN
95-0549600
Plan number
001
Plan type
2
Location
La Mirada, CA
Latest filing year
2023
Participants
1,825
End-of-year plan assets
$182,379,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,825H, C20241015123530NAL0029642801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$182,379,881
Total liabilities (EOY)
$0
Net assets (EOY)
$182,379,881
Net assets (BOY)
$165,372,599

Income & contributions

Employer contributions
$2,016,268
Participant contributions
$3,903,166
Total contributions
$6,122,080
Total income / additions
$24,543,416

Expenses & distributions

Benefits paid
$7,453,054
Administrative expenses
$82,873
Total expenses
$7,536,134
Net increase / (decrease)
$17,007,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$75,145$02023
FidelitySERVICE PROVIDER$4,044not reported in the loaded dataset2023
TiaaSERVICE PROVIDER$630not reported in the loaded dataset2023

Related Form 5500 pages