Chapman University Defined Contribution 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 Defined Contribution Retirement Plan is a benefit plan reported by Chapman University under EIN 95-1643992 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,066 participants and $236,985,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapman University
- EIN
- 95-1643992
- Plan number
- 003
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 3,066
- End-of-year plan assets
- $236,985,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,066 | H, C | 20241015163757NAL0048943424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,985,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,985,776
- Net assets (BOY)
- $199,796,423
Income & contributions
- Employer contributions
- $12,015,221
- Total contributions
- $12,015,221
- Total income / additions
- $45,773,427
Expenses & distributions
- Benefits paid
- $8,630,973
- Administrative expenses
- $37,638
- Total expenses
- $8,668,611
- Net increase / (decrease)
- $37,104,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Almich & Associates | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Benefit Financial Services Group | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| 5500tax Group Inc. | NONE | $9,220 | not reported in the loaded dataset | 2023 |
| Teachers Ins And Annuity Assoc | CUSTODIAN | $1,101 | $0 | 2023 |
| Fidelity Inv Inst Oper Co Inc. | RECORDKEEPER | $325 | $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
- Almich & Associates — Schedule C compensation
- Benefit Financial Services Group — Schedule C compensation
- 5500tax Group Inc. — Schedule C compensation
- Teachers Ins And Annuity Assoc — Schedule C compensation
- Fidelity Inv Inst Oper Co Inc. — Schedule C compensation