2023 Form 5500 filing — Spring Arbor University Dc 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 20241009175504NAL0018867025001) for Spring Arbor University Dc Retirement Plan, reported by Spring Arbor University under EIN 38-1359569 and plan number 001. It reports 773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009175504NAL0018867025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spring Arbor University
- EIN
- 38-1359569
- Plan number
- 001
- Location
- Spring Arbor, MI
- Participants
- 773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,976,254
- Net assets (EOY)
- $57,976,254
- Employer contributions
- $676,940
- Participant contributions
- $661,226
- Total income / additions
- $9,057,920
- Benefits paid
- $4,992,891
- Administrative expenses
- $147,007
- Total expenses
- $5,139,898
- Net increase / (decrease)
- $3,918,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Cref | SERVICE PROVIDER | $79,507 | $0 |
| Capfinancial Partners, LLC | SERVICE PROVIDER | $67,500 | not reported in the loaded dataset |