2023 Form 5500 filing — Bradley University Defined Contribution 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 20240808092348NAL0004750833001) for Bradley University Defined Contribution Plan, reported by Bradley University under EIN 37-0661494 and plan number 001. It reports 2,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808092348NAL0004750833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradley University
- EIN
- 37-0661494
- Plan number
- 001
- Location
- Peoria, IL
- Participants
- 2,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $347,568,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $347,568,965
- Employer contributions
- $3,477,209
- Participant contributions
- $4,460,332
- Total income / additions
- $53,346,742
- Benefits paid
- $23,253,239
- Administrative expenses
- $115,399
- Total expenses
- $23,368,638
- Net increase / (decrease)
- $29,978,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Planpilot, LLC | not reported in the loaded dataset | $40,593 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $26,902 | $0 |
| Clifton Larson Allen Llp | not reported in the loaded dataset | $19,832 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $72 | not reported in the loaded dataset |