2023 Form 5500 filing — Thomas M Cooley Law School 403(B) Tax Sheltered 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 20241010083854NAL0020699745001) for Thomas M Cooley Law School 403(B) Tax Sheltered Retirement Plan, reported by Thomas M Cooley Law School under EIN 38-1988915 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083854NAL0020699745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas M Cooley Law School
- EIN
- 38-1988915
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,917,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,917,939
- Employer contributions
- $494,155
- Participant contributions
- $761,631
- Total income / additions
- $10,713,424
- Benefits paid
- $8,513,711
- Administrative expenses
- $47,854
- Total expenses
- $8,561,565
- Net increase / (decrease)
- $2,151,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $14,925 | $0 |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $7,559 |
| Nationwide | RECORDKEEPER | $4,669 | $734 |
| Vanguard | RECORDKEEPER | $1,565 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $380 | not reported in the loaded dataset |
| Lincoln National Corporation | RECORDKEEPER | $25 | $0 |
| The Variable Annuity Life Insurance | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |
| T Rowe Price | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |