2023 Form 5500 filing — Valparaiso University 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 20241011161303NAL0045068914001) for Valparaiso University Retirement Plan, reported by The Lutheran University Association, Inc under EIN 35-0868125 and plan number 001. It reports 2,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161303NAL0045068914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lutheran University Association, Inc
- EIN
- 35-0868125
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 2,312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $224,652,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $224,652,628
- Employer contributions
- $2,364,947
- Participant contributions
- $3,222,675
- Total income / additions
- $33,774,756
- Benefits paid
- $17,884,624
- Administrative expenses
- $239,693
- Total expenses
- $18,124,317
- Net increase / (decrease)
- $15,650,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $91,751 | $0 |
| Resources Investment Advisors, Inc | NONE | $48,000 | not reported in the loaded dataset |