2023 Form 5500 filing — Baker University Defined Contribution Retirement 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 20240801103033NAL0051072210001) for Baker University Defined Contribution Retirement Plan, reported by Baker University under EIN 48-0543766 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801103033NAL0051072210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker University
- EIN
- 48-0543766
- Plan number
- 001
- Location
- Baldwin, KS
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,702,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,702,164
- Employer contributions
- $290,403
- Participant contributions
- $607,736
- Total income / additions
- $5,460,633
- Benefits paid
- $3,829,778
- Administrative expenses
- $62,228
- Total expenses
- $3,892,006
- Net increase / (decrease)
- $1,568,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors, LLC | NONE | $32,395 | not reported in the loaded dataset |
| Oneamerica Retirement Service, LLC | NONE | $28,741 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |