2023 Form 5500 filing — The University Of Findlay 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 20240830115242NAL0008350387001) for The University Of Findlay Defined Contribution Retirement Plan, reported by The University Of Findlay under EIN 34-4431169 and plan number 001. It reports 1,212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830115242NAL0008350387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The University Of Findlay
- EIN
- 34-4431169
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 1,212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $631,572
- Participant contributions
- $2,375,142
- Total income / additions
- $14,723,532
- Benefits paid
- $6,725,086
- Administrative expenses
- $137,732
- Total expenses
- $6,862,818
- Net increase / (decrease)
- $7,860,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $45,949 | $0 |
| Plan Pilot, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Crowe Llp | NONE | $34,900 | not reported in the loaded dataset |
| Straightline Group, LLC | NONE | $21,071 | not reported in the loaded dataset |