2023 Form 5500 filing — Depauw University Retiree Welfare Benefit 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 20241014161913NAL0015279987001) for Depauw University Retiree Welfare Benefit Plan, reported by Depauw University under EIN 35-0869045 and plan number 516. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161913NAL0015279987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Depauw University
- EIN
- 35-0869045
- Plan number
- 516
- Location
- Greencastle, IN
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,828,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,828,365
- Employer contributions
- $935,546
- Participant contributions
- $419,491
- Total income / additions
- $2,889,213
- Benefits paid
- $1,492,181
- Administrative expenses
- $188,675
- Total expenses
- $1,680,856
- Net increase / (decrease)
- $1,208,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amwins Group Inc. | TPA | $167,005 | not reported in the loaded dataset |
| The Howard E. Nyhart Co, Inc. | ACTUARY/ RECORDKEEPING | $21,670 | not reported in the loaded dataset |