2023 Form 5500 filing — Brigham Young University Tax-Deferred Annuity 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 20240911145154NAL0008669537001) for Brigham Young University Tax-Deferred Annuity Plan, reported by Brigham Young University - Utah under EIN 87-0217280 and plan number 002. It reports 8,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240911145154NAL0008669537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brigham Young University - Utah
- EIN
- 87-0217280
- Plan number
- 002
- Location
- Provo, UT
- Participants
- 8,058
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $190,770,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,770,327
- Participant contributions
- $895,703
- Total income / additions
- $25,760,540
- Benefits paid
- $17,475,068
- Administrative expenses
- $0
- Total expenses
- $17,475,068
- Net increase / (decrease)
- $8,285,472
- Schedule source
- Schedule H