2023 Form 5500 filing — Lincoln Memorial 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 20241003161506NAL0010887457003) for Lincoln Memorial University Defined Contribution Retirement Plan, reported by Lincoln Memorial University under EIN 62-0479542 and plan number 001. It reports 1,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003161506NAL0010887457003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln Memorial University
- EIN
- 62-0479542
- Plan number
- 001
- Location
- Harrogate, TN
- Participants
- 1,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,644,486
- Net assets (EOY)
- $64,644,486
- Employer contributions
- $2,581,313
- Participant contributions
- $3,657,938
- Total income / additions
- $15,364,677
- Benefits paid
- $6,651,861
- Administrative expenses
- $168,127
- Total expenses
- $6,829,277
- Net increase / (decrease)
- $8,535,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $88,645 | $0 |
| Millennium Advisory Services | not reported in the loaded dataset | $75,869 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | not reported in the loaded dataset | $0 | not reported in the loaded dataset |