2023 Form 5500 filing — University Of New England Defined Contribution 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 20241007161126NAL0016404257001) for University Of New England Defined Contribution Plan, reported by University Of New England under EIN 01-0211810 and plan number 001. It reports 2,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161126NAL0016404257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of New England
- EIN
- 01-0211810
- Plan number
- 001
- Location
- Biddeford, ME
- Participants
- 2,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $226,866,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $226,866,202
- Employer contributions
- $4,864,998
- Participant contributions
- $7,169,973
- Total income / additions
- $45,813,797
- Benefits paid
- $16,329,740
- Administrative expenses
- $73,415
- Total expenses
- $16,403,155
- Net increase / (decrease)
- $29,410,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guidance Point Retirement Services | CONSULTANT | $40,000 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER / ADMIN | $19,715 | $0 |
| Berry Dunn | AUDITOR | $13,700 | not reported in the loaded dataset |