Bellevue 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, Bellevue University (EIN 47-0491571) is a plan sponsor located in Bellevue, NE with 9 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
- 47-0491571
- Location
- Bellevue, NE
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,617,817
- Total reported liabilities (EOY)
- $437,441
- Total reported net assets (EOY)
- $80,180,376
Contributions & income
- Employer contributions
- $2,048,051
- Participant contributions
- $3,181,701
- Total income / additions
- $17,042,796
Expenses & distributions
- Benefits paid / distributions
- $3,578,470
- Total expenses
- $3,678,665
- Net increase / (decrease)
- $13,364,131
Coverage
- Total reported participants
- 4,909
- 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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bellevue University Defined Contribution Retirement Plan | 001 | 1,796 | $80,617,817 | 2023 |
| Bellevue University Basic Life/Ad&D | 506 | 597 | not reported in the loaded dataset | 2023 |
| Bellevue University Long Term Disability | 502 | 597 | not reported in the loaded dataset | 2023 |
| Bellevue University Group Dental | 505 | 479 | not reported in the loaded dataset | 2023 |
| Bellevue University Group Medical | 501 | 417 | not reported in the loaded dataset | 2023 |
| Bellevue University Group Vision | 503 | 345 | not reported in the loaded dataset | 2023 |
| Bellevue University Group Accident & Critical Illness | 508 | 318 | not reported in the loaded dataset | 2023 |
| Bellevue University Supplemental Life/Ad&D | 504 | 248 | not reported in the loaded dataset | 2023 |
| Bellevue University Medical Flexible Spending | 507 | 112 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Bellevue University Defined Contribution Retirement Plan | 1,796 | H, C | 20240718123205NAL0005516977001 |
| 2023 | Bellevue University Group Medical | 417 | — | 20240729110733NAL0018710337001 |
| 2023 | Bellevue University Long Term Disability | 597 | — | 20250918182604NAL0001602657001 |
| 2023 | Bellevue University Group Vision | 345 | — | 20250918182711NAL0001724833001 |
| 2023 | Bellevue University Supplemental Life/Ad&D | 248 | — | 20250918182829NAL0001726673001 |
| 2023 | Bellevue University Group Dental | 479 | — | 20250918182915NAL0003775602001 |
| 2023 | Bellevue University Basic Life/Ad&D | 597 | — | 20250918183032NAL0000780307001 |
| 2023 | Bellevue University Medical Flexible Spending | 112 | — | 20250918183123NAL0001608497001 |