2023 Form 5500 filing — Palm Beach Atlantic University 403(B)(7) 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 20241015123801NAL0016407235005) for Palm Beach Atlantic University 403(B)(7) Plan, reported by Palm Beach Atlantic University, Inc. under EIN 59-1092732 and plan number 001. It reports 1,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123801NAL0016407235005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palm Beach Atlantic University, Inc.
- EIN
- 59-1092732
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 1,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,479,442
- Net assets (EOY)
- $75,479,442
- Employer contributions
- $1,335,303
- Participant contributions
- $2,234,551
- Total income / additions
- $14,182,505
- Benefits paid
- $5,642,741
- Administrative expenses
- $79,996
- Total expenses
- $5,722,737
- Net increase / (decrease)
- $8,459,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $69,053 | $0 |
| Gallagher Benefit Services Inc. | ADVISOR | $6,250 | not reported in the loaded dataset |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 |