2023 Form 5500 filing — St. Ambrose 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 20240828104508NAL0019453568001) for St. Ambrose University Defined Contribution Plan, reported by St. Ambrose University under EIN 42-0703280 and plan number 001. It reports 981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828104508NAL0019453568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Ambrose University
- EIN
- 42-0703280
- Plan number
- 001
- Location
- Davenport, IA
- Participants
- 981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,936,138
- Total liabilities (EOY)
- $11,605
- Net assets (EOY)
- $117,924,533
- Employer contributions
- $1,663,928
- Participant contributions
- $2,789,593
- Total income / additions
- $20,953,483
- Benefits paid
- $7,605,872
- Administrative expenses
- $205,982
- Total expenses
- $7,811,854
- Net increase / (decrease)
- $13,141,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research, Inc. | N/A | $143,967 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance & Annuity | N/A | $72,893 | $0 |
| Two West Capital Advisors | N/A | $45,677 | not reported in the loaded dataset |