2023 Form 5500 filing — Upper Iowa University 403(B) 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 20241014140121NAL0013412483001) for Upper Iowa University 403(B) Retirement Plan, reported by Upper Iowa University under EIN 42-0680372 and plan number 002. It reports 1,014 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)$46.1MReported net assets$46,056,102
Participants1K1,014
Provider compensation$12K1 Schedule C row(s)$12,011
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140121NAL0013412483001
- Plan sponsor
- Upper Iowa University
- EIN
- 42-0680372
- Plan number
- 002
- Location
- Fayette, IA
- 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)$46.1M total assets
Net assets$46.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,056,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,056,102
- Employer contributions
- $264,740
- Participant contributions
- $890,518
- Total income / additions
- $7,347,920
- Benefits paid
- $3,528,089
- Administrative expenses
- $12,011
- Total expenses
- $3,540,100
- Net increase / (decrease)
- $3,807,820
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $12,011 | $0 |