2023 Form 5500 filing — Norwich 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 20241014121256NAL0026118161001) for Norwich University Defined Contribution Retirement Plan, reported by Norwich University under EIN 03-0179424 and plan number 001. It reports 1,927 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121256NAL0026118161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norwich University
- EIN
- 03-0179424
- Plan number
- 001
- Location
- Northfield, VT
- Participants
- 1,927
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,239,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,239,839
- Employer contributions
- $2,750,774
- Participant contributions
- $2,986,008
- Total income / additions
- $28,184,593
- Benefits paid
- $12,150,079
- Administrative expenses
- $166,424
- Total expenses
- $12,316,503
- Net increase / (decrease)
- $15,868,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $70,000 | not reported in the loaded dataset |
| Tiaa | NONE | $57,601 | $0 |
| Flexpath Strategies, LLC | NONE | $30,823 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker, LLC | NONE | $8,000 | not reported in the loaded dataset |