2023 Form 5500 filing — Lindenwood University Defined Contribution And Tax Deferred Annuity 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 20241013200250NAL0025115393001) for Lindenwood University Defined Contribution And Tax Deferred Annuity Plan, reported by Lindenwood University under EIN 43-0652649 and plan number 002. It reports 1,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013200250NAL0025115393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lindenwood University
- EIN
- 43-0652649
- Plan number
- 002
- Location
- St. Charles, MO
- Participants
- 1,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,913,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,913,538
- Employer contributions
- $1,767,643
- Participant contributions
- $3,772,445
- Total income / additions
- $16,786,029
- Benefits paid
- $4,761,991
- Administrative expenses
- $113,407
- Total expenses
- $4,877,087
- Net increase / (decrease)
- $11,908,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins & Annuity Assoc | CONTRACT ADMINISTRATOR | $79,275 | $0 |
| Nfp Retirement Inc. | NONE | $35,000 | not reported in the loaded dataset |