2023 Form 5500 filing — Avila 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 20240813160717NAL0006170467001) for Avila University Dc Retirement Plan, reported by Avila University under EIN 44-0617326 and plan number 001. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813160717NAL0006170467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avila University
- EIN
- 44-0617326
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,301,157
- Net assets (EOY)
- $33,301,157
- Employer contributions
- $82,698
- Participant contributions
- $576,701
- Total income / additions
- $5,015,702
- Benefits paid
- $3,346,697
- Administrative expenses
- $26,581
- Total expenses
- $3,373,278
- Net increase / (decrease)
- $1,642,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $13,460 | $0 |
| Tiaa - Teachers Ins And Annuity | NONE | $12,296 | $0 |