2023 Form 5500 filing — Biola 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 20241015123530NAL0029642801001) for Biola University Defined Contribution Retirement Plan, reported by Biola University, Inc. under EIN 95-0549600 and plan number 001. It reports 1,825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123530NAL0029642801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Biola University, Inc.
- EIN
- 95-0549600
- Plan number
- 001
- Location
- La Mirada, CA
- Participants
- 1,825
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,379,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,379,881
- Employer contributions
- $2,016,268
- Participant contributions
- $3,903,166
- Total income / additions
- $24,543,416
- Benefits paid
- $7,453,054
- Administrative expenses
- $82,873
- Total expenses
- $7,536,134
- Net increase / (decrease)
- $17,007,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $75,145 | $0 |
| Fidelity | SERVICE PROVIDER | $4,044 | not reported in the loaded dataset |
| Tiaa | SERVICE PROVIDER | $630 | not reported in the loaded dataset |