2023 Form 5500 filing — Mercer 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 20241015104508NAL0016168803003) for Mercer University Defined Contribution Retirement Plan, reported by Mercer University under EIN 58-0566167 and plan number 001. It reports 3,677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104508NAL0016168803003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercer University
- EIN
- 58-0566167
- Plan number
- 001
- Location
- Macon, GA
- Participants
- 3,677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $514,404,788
- Net assets (EOY)
- $514,404,788
- Employer contributions
- $10,197,020
- Participant contributions
- $7,226,604
- Total income / additions
- $86,005,558
- Benefits paid
- $25,267,134
- Administrative expenses
- $119,993
- Total expenses
- $25,387,127
- Net increase / (decrease)
- $60,618,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins & Annuity Assoc | not reported in the loaded dataset | $159,352 | $0 |
| Sageview Advisory Group LLC | not reported in the loaded dataset | $67,500 | not reported in the loaded dataset |
| Corporation Of Mercer University | not reported in the loaded dataset | $50,000 | not reported in the loaded dataset |
| Guidestone Financial Services | not reported in the loaded dataset | $13,950 | $0 |
| Equitable Financial Life Ins Co | RECORDKEEPER | $0 | $8,403 |