2023 Form 5500 filing — Fontbonne University 403 (B) 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 20241009144118NAL0033073824001) for Fontbonne University 403 (B) Plan, reported by Fontbonne University under EIN 43-0694556 and plan number 001. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144118NAL0033073824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fontbonne University
- EIN
- 43-0694556
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,799,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,799,466
- Employer contributions
- $306,159
- Participant contributions
- $760,069
- Total income / additions
- $6,447,936
- Benefits paid
- $5,142,184
- Administrative expenses
- $51,038
- Total expenses
- $5,229,096
- Net increase / (decrease)
- $1,218,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $20,887 | $0 |
| Rubin Brown Llp | not reported in the loaded dataset | $12,000 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | not reported in the loaded dataset | $7,724 | not reported in the loaded dataset |
| Epic Advisors, Inc | not reported in the loaded dataset | $5,100 | not reported in the loaded dataset |