2023 Form 5500 filing — Embry-Riddle Aeronautical University 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 20240905150632NAL0021189345001) for Embry-Riddle Aeronautical University Defined Contribution Retirement Plan, reported by Embry-Riddle Aeronautical University under EIN 59-0936101 and plan number 001. It reports 6,321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905150632NAL0021189345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Embry-Riddle Aeronautical University
- EIN
- 59-0936101
- Plan number
- 001
- Location
- Daytona Beach, FL
- Participants
- 6,321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $575,180,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $575,180,245
- Employer contributions
- $18,157,643
- Participant contributions
- $13,557,108
- Total income / additions
- $110,532,254
- Benefits paid
- $30,599,436
- Administrative expenses
- $530,389
- Total expenses
- $31,129,825
- Net increase / (decrease)
- $79,402,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $426,389 | $0 |
| Capfinancial Partners. LLC | NONE | $69,000 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $35,000 | not reported in the loaded dataset |