2023 Form 5500 filing — Newman University Dc 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 20241015100306NAL0016106611001) for Newman University Dc Plan, reported by Newman University under EIN 48-0556716 and plan number 001. It reports 510 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)$25.5MReported net assets$25,453,994
Participants510
Provider compensation$44.2K3 Schedule C row(s)$44,202
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015100306NAL0016106611001
Plan sponsor
Newman University
EIN
48-0556716
Plan number
001
Location
Wichita, KS
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)$25.5M total assets
Net assets$25.5MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$113K
Participant$484.8K
Full reported line items
Total assets (EOY)
$25,453,994
Total liabilities (EOY)
$0
Net assets (EOY)
$25,453,994
Employer contributions
$112,953
Participant contributions
$484,790
Total income / additions
$4,151,299
Benefits paid
$2,438,027
Administrative expenses
$47,569
Total expenses
$2,485,596
Net increase / (decrease)
$1,665,703

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Two West Capital AdvisorsNONE$26,152not reported in the loaded dataset
TiaaNONE$12,412$0
Pentegra Services, Inc.NONE$5,638not reported in the loaded dataset

Related Form 5500 pages