2023 Form 5500 filing — Nebraska Wesleyan 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 20241008163129NAL0029241984001) for Nebraska Wesleyan University Defined Contribution Retirement Plan, reported by Nebraska Wesleyan University under EIN 47-0376524 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$84.2MReported net assets$84,153,934
Participants867
Provider compensation$45K2 Schedule C row(s)$45,047
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008163129NAL0029241984001
Plan sponsor
Nebraska Wesleyan University
EIN
47-0376524
Plan number
001
Location
Lincoln, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$84.2M total assets
Net assets$84.2MLiabilities$0
Money in vs. money out
Total income / additions$14.5M
Total expenses$10.1M
Benefits paid / distributions$10M
Contributions
Employer$835.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$84,153,934
Total liabilities (EOY)
$0
Net assets (EOY)
$84,153,934
Employer contributions
$835,807
Participant contributions
$1,184,971
Total income / additions
$14,453,045
Benefits paid
$10,047,597
Administrative expenses
$45,047
Total expenses
$10,092,644
Net increase / (decrease)
$4,360,401
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$39.6K
    NONE · Direct $39.6K · Indirect $0
  2. 2
    NONE · Direct $5.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008163129NAL0029241984001 cover?
It is the 2023 Form 5500 filing for Nebraska Wesleyan University Defined Contribution Retirement Plan, reported by Nebraska Wesleyan University (EIN 47-0376524).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages