2023 Form 5500 filing — Franklin College 403(B) Retirement And Tax Deferred Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730142153NAL0020203681001) for Franklin College 403(B) Retirement And Tax Deferred Annuity Plan, reported by Franklin College Of Indiana under EIN 35-0868086 and plan number 003. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730142153NAL0020203681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franklin College Of Indiana
- EIN
- 35-0868086
- Plan number
- 003
- Location
- Franklin, IN
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,012,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,012,114
- Employer contributions
- $963,725
- Participant contributions
- $770,918
- Total income / additions
- $9,534,129
- Benefits paid
- $3,889,489
- Administrative expenses
- $29,205
- Total expenses
- $3,918,694
- Net increase / (decrease)
- $5,615,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $29,205 | $0 |