2023 Form 5500 filing — University Of Evansville 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 20241010150015NAL0040573122001) for University Of Evansville Defined Contribution Retirement Plan, reported by University Of Evansville under EIN 35-0868074 and plan number 001. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150015NAL0040573122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Evansville
- EIN
- 35-0868074
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 1,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,719,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,719,114
- Employer contributions
- $1,457,584
- Participant contributions
- $1,888,517
- Total income / additions
- $28,759,188
- Benefits paid
- $13,551,096
- Administrative expenses
- $93,331
- Total expenses
- $13,644,427
- Net increase / (decrease)
- $15,114,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $59,491 | $0 |
| Planpilot, LLC | NONE | $21,840 | not reported in the loaded dataset |
| Harding, Shymanski & Co, P.S.C. | NONE | $12,000 | not reported in the loaded dataset |