2023 Form 5500 filing — Baldwin Wallace University Defined Contribution And Tax Deferred Savings
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 20241015111401NAL0029365297001) for Baldwin Wallace University Defined Contribution And Tax Deferred Savings, reported by Baldwin Wallace University under EIN 34-0714629 and plan number 002. It reports 1,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111401NAL0029365297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baldwin Wallace University
- EIN
- 34-0714629
- Plan number
- 002
- Location
- Berea, OH
- Participants
- 1,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,312,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,312,581
- Employer contributions
- $2,661,415
- Participant contributions
- $3,701,830
- Total income / additions
- $33,146,238
- Benefits paid
- $11,195,331
- Administrative expenses
- $110,590
- Total expenses
- $11,305,921
- Net increase / (decrease)
- $21,840,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $56,421 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORY | $34,944 | not reported in the loaded dataset |
| Meaden & Moore Ltd | AUDITOR | $21,000 | not reported in the loaded dataset |