Plan5500

Queens University Of Charlotte — 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, Queens University Of Charlotte (EIN 56-0530003) is a plan sponsor located in Charlotte, NC with 3 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
56-0530003
Location
Charlotte, NC
Loaded plans
3
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 Queens University Of Charlotte

  • 3 loaded plans hold $65.7M in reported assets.
  • The largest, Queens University Of Charlotte Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,549 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65.7MSummed across loaded plans$65,689,662
Total reported assets$65.7M$65,689,662
Total reported participants1.5K1,549
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$65.7M total assets
Net assets$65.7MLiabilities$0
Contributions & income
Employer contributions$940.6K
Participant contributions$1.4M
Total income / additions$11.4M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.7M
Net increase / (decrease)$6.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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%Queens University Of Charlotte Retirement Plan
Participants per plan516Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Queens University Of Charlotte Retirement Plan$65.7M
    Plan #001 · 700 participants · 2023
  2. 2
    Queens University Of Charlotte Tda Plan$0
    Plan #002 · 429 participants · 2023
  3. 3
    Queens University Of Charlotte Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 420 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 Queens University Of Charlotte. Open one for its full reported snapshot.

  1. 2023
    Queens University Of Charlotte Tda Plan429 participants · 2Sch HSch C
    View filing →
  2. 2023
    Queens University Of Charlotte Health And Welfare Benefits Plan420 participants · 2No schedules
    View filing →
  3. 2023
    Queens University Of Charlotte Retirement Plan700 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Queens University Of Charlotte report on Form 5500?
Queens University Of Charlotte (EIN 56-0530003) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Queens University Of Charlotte?
The Employer Identification Number (EIN) reported for Queens University Of Charlotte is 56-0530003.
What is the latest Form 5500 filing year for Queens University Of Charlotte?
The latest loaded Form 5500 filing year for Queens University Of Charlotte is 2023.

Related Form 5500 pages