2023 Form 5500 filing — Monmouth 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 20241010143416NAL0010139811001) for Monmouth University Defined Contribution Retirement Plan, reported by Monmouth University, Inc. under EIN 21-0634584 and plan number 001. It reports 1,786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143416NAL0010139811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monmouth University, Inc.
- EIN
- 21-0634584
- Plan number
- 001
- Location
- West Long Branch, NJ
- Participants
- 1,786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,165,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $337,165,862
- Employer contributions
- $5,271,633
- Participant contributions
- $6,462,251
- Total income / additions
- $51,115,013
- Benefits paid
- $20,640,886
- Administrative expenses
- $243,829
- Total expenses
- $20,884,715
- Net increase / (decrease)
- $30,230,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $153,910 | $0 |
| Equitable Financial Life Insurance | NONE | $959 | $63,788 |
| Cap Financial Partners, LLC | NONE | $53,881 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $33,575 | not reported in the loaded dataset |