Chapman University Tax Deferred Annuity (Tda) Retirement Plan — Form 5500 plan (Chapman 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, Chapman University Tax Deferred Annuity (Tda) Retirement Plan is a benefit plan reported by Chapman University under EIN 95-1643992 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,691 participants and $269,171,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapman University
- EIN
- 95-1643992
- Plan number
- 002
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 2,691
- End-of-year plan assets
- $269,171,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,691 | H, C | 20241015175453NAL0029314929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,171,942
- Total liabilities (EOY)
- $197,456
- Net assets (EOY)
- $268,974,486
- Net assets (BOY)
- $231,437,135
Income & contributions
- Participant contributions
- $11,976,364
- Total contributions
- $13,105,258
- Total income / additions
- $49,846,899
Expenses & distributions
- Benefits paid
- $12,263,765
- Administrative expenses
- $56,047
- Total expenses
- $12,278,991
- Net increase / (decrease)
- $37,567,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Financial Services | NONE | $33,750 | not reported in the loaded dataset | 2023 |
| Almich & Associates | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Co Inc. | NONE | $5,024 | $0 | 2023 |
| Teachers Ins And Annuity Asso | NONE | $2,230 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chapman University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Benefit Financial Services — Schedule C compensation
- Almich & Associates — Schedule C compensation
- Fidelity Inv Inst Oper Co Inc. — Schedule C compensation
- Teachers Ins And Annuity Asso — Schedule C compensation