Plan5500

Southern Wesleyan 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, Southern Wesleyan University (EIN 57-0324936) is a plan sponsor located in Central, SC 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
57-0324936
Location
Central, SC
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 Southern Wesleyan University

  • 3 loaded plans hold $24M in reported assets.
  • The largest, Southern Wesleyan University Dc Plan, holds 100% of this company's reported plan assets.
  • Plans cover 761 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24MSummed across loaded plans$24,042,968
Total reported assets$24M$24,042,968
Total reported participants761
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$24MLiabilities$0
Contributions & income
Employer contributions$198.7K
Participant contributions$203.2K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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%Southern Wesleyan University Dc Plan
Participants per plan254Average 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
    Southern Wesleyan University Dc Plan$24M
    Plan #001 · 458 participants · 2023
  2. 2
    Southern Wesleyan University Long-Term Disability And Welfare Insurance Plansnot reported in the loaded dataset
    Plan #501 · 203 participants · 2023
  3. 3
    Southern Wesleyan University Health Insurance Plannot reported in the loaded dataset
    Plan #503 · 100 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 Southern Wesleyan University. Open one for its full reported snapshot.

  1. 2023
    Southern Wesleyan University Dc Plan458 participants · 2Sch H
    View filing →
  2. 2023
    Southern Wesleyan University Health Insurance Plan100 participants · 2No schedules
    View filing →
  3. 2023
    Southern Wesleyan University Long-Term Disability And Welfare Insurance Plans203 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Wesleyan University report on Form 5500?
Southern Wesleyan University (EIN 57-0324936) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Wesleyan University?
The Employer Identification Number (EIN) reported for Southern Wesleyan University is 57-0324936.
What is the latest Form 5500 filing year for Southern Wesleyan University?
The latest loaded Form 5500 filing year for Southern Wesleyan University is 2023.

Related Form 5500 pages