2023 Form 5500 filing — University Of Evansville Retirement Healthcare Savings Program
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 20241011102833NAL0043967698001) for University Of Evansville Retirement Healthcare Savings Program, reported by University Of Evansville under EIN 35-0868074 and plan number 509. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.1MReported net assets$8,088,257
Participants463
Provider compensation$27.4K1 Schedule C row(s)$27,447
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011102833NAL0043967698001
- Plan sponsor
- University Of Evansville
- EIN
- 35-0868074
- Plan number
- 509
- Location
- Evansville, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,088,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,088,257
- Employer contributions
- $217,635
- Participant contributions
- $83,537
- Total income / additions
- $1,221,619
- Benefits paid
- $489,082
- Administrative expenses
- $27,447
- Total expenses
- $516,529
- Net increase / (decrease)
- $705,090
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $27,447 | not reported in the loaded dataset |