Plan5500

John Carroll University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, John Carroll University (EIN 34-0714681) is a plan sponsor located in University Heights, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0714681
Location
University Heights, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for John Carroll University

  • 2 loaded plans hold $194M in reported assets.
  • The largest, John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,894 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$194MSummed across loaded plans$193,988,500
Total reported assets$194M$193,988,500
Total reported participants1.9K1,894
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$194M total assets
Net assets$194MLiabilities—
Contributions & income
Employer contributions$2.2M
Participant contributions$2.7M
Total income / additions$29.6M
Expenses & distributions
Benefits paid / distributions$16.1M
Total expenses$16.3M
Net increase / (decrease)$13.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan
Participants per plan947Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan$194M
    Plan #002 · 1,460 participants · 2023
  2. 2
    John Carroll University Benefit Plannot reported in the loaded dataset
    Plan #501 · 434 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for John Carroll University. Open one for its full reported snapshot.

  1. 2023
    John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan1,460 participants · 2Sch HSch C
    View filing →
  2. 2023
    John Carroll University Benefit Plan434 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does John Carroll University report on Form 5500?
John Carroll University (EIN 34-0714681) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for John Carroll University?
The Employer Identification Number (EIN) reported for John Carroll University is 34-0714681.
What is the latest Form 5500 filing year for John Carroll University?
The latest loaded Form 5500 filing year for John Carroll University is 2023.

Related Form 5500 pages