Plan5500

Mckendree 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, Mckendree University (EIN 37-0661219) is a plan sponsor located in Lebanon, IL 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
37-0661219
Location
Lebanon, IL
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 Mckendree University

  • 2 loaded plans hold $61.1M in reported assets.
  • The largest, Mckendree University Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 984 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$61.1MSummed across loaded plans$61,129,858
Total reported assets$61.1M$61,129,858
Total reported participants984
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$61.1M total assets
Net assets$61.1MLiabilities$0
Contributions & income
Employer contributions$576.5K
Participant contributions$818.5K
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$5.4M

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%Mckendree University Retirement Plan
Participants per plan492Average 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
    Mckendree University Retirement Plan$61.1M
    Plan #001 · 715 participants · 2023
  2. 2
    Mckendree College Welfare Plannot reported in the loaded dataset
    Plan #502 · 269 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 Mckendree University. Open one for its full reported snapshot.

  1. 2023
    Mckendree University Retirement Plan715 participants · 2Sch HSch C
    View filing →
  2. 2023
    Mckendree College Welfare Plan269 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mckendree University report on Form 5500?
Mckendree University (EIN 37-0661219) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mckendree University?
The Employer Identification Number (EIN) reported for Mckendree University is 37-0661219.
What is the latest Form 5500 filing year for Mckendree University?
The latest loaded Form 5500 filing year for Mckendree University is 2023.

Related Form 5500 pages