University Of Mount Union — 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, University Of Mount Union (EIN 34-0714687) is a plan sponsor located in Alliance, 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
34-0714687
Location
Alliance, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$95,546,659
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$95,546,659

Contributions & income

Employer contributions
$2,206,485
Participant contributions
$805,591
Total income / additions
$14,849,595

Expenses & distributions

Benefits paid / distributions
$4,855,177
Total expenses
$5,019,622
Net increase / (decrease)
$9,829,973

Coverage

Total reported participants
1,213
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

University Of Mount Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
University Of Mount Union Defined Contribution Retirement Plan002851$95,546,6592023
University Of Mount Union Health & Welfare Plan505362not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for University Of Mount Union
YearPlanParticipantsSchedulesFiling
2023University Of Mount Union Health & Welfare Plan36220240718172258NAL0003706131001
2023University Of Mount Union Defined Contribution Retirement Plan851H, C20241015134040NAL0028609201001

Related Form 5500 pages