2023 Form 5500 filing — Blackburn University Dc 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 20240813122922NAL0006071795001) for Blackburn University Dc Retirement Plan, reported by Blackburn University under EIN 37-0661491 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.1MReported net assets$17,053,679
Participants262
Provider compensation$13.4K1 Schedule C row(s)$13,413
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240813122922NAL0006071795001
Plan sponsor
Blackburn University
EIN
37-0661491
Plan number
001
Location
Carlinville, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$702K
Benefits paid / distributions$688.8K
Contributions
Employer$215.1K
Participant$332.6K
Full reported line items
Total assets (EOY)
$17,053,679
Total liabilities (EOY)
$0
Net assets (EOY)
$17,053,679
Employer contributions
$215,126
Participant contributions
$332,582
Total income / additions
$2,629,652
Benefits paid
$688,838
Administrative expenses
$13,188
Total expenses
$702,026
Net increase / (decrease)
$1,927,626

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa-Teachers Insurance And AnnuityNONE$13,413$0

Related Form 5500 pages