2023 Form 5500 filing — Colorado Christian University 403(B) 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 20240923181232NAL0011743489001) for Colorado Christian University 403(B) Retirement Plan, reported by Colorado Christian University under EIN 84-0442429 and plan number 109. It reports 1,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923181232NAL0011743489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colorado Christian University
- EIN
- 84-0442429
- Plan number
- 109
- Location
- Lakewood, CO
- Participants
- 1,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,163,430
- Net assets (EOY)
- $43,163,430
- Employer contributions
- $1,587,749
- Participant contributions
- $2,756,117
- Total income / additions
- $10,945,329
- Benefits paid
- $5,356,170
- Administrative expenses
- $103,995
- Total expenses
- $5,499,537
- Net increase / (decrease)
- $5,445,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $58,577 | $0 |
| Securian Financial Services | CONSULTANT | $29,783 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | CONSULTANT | $15,336 | not reported in the loaded dataset |
| Tiaa | RECORD KEEPER | $299 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |