2023 Form 5500 filing — University Of Mount Union 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 20241015134040NAL0028609201001) for University Of Mount Union Defined Contribution Retirement Plan, reported by University Of Mount Union under EIN 34-0714687 and plan number 002. It reports 851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134040NAL0028609201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Mount Union
- EIN
- 34-0714687
- Plan number
- 002
- Location
- Alliance, OH
- Participants
- 851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,546,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,546,659
- Employer contributions
- $2,206,485
- Participant contributions
- $805,591
- Total income / additions
- $14,849,595
- Benefits paid
- $4,855,177
- Administrative expenses
- $164,445
- Total expenses
- $5,019,622
- Net increase / (decrease)
- $9,829,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| University Of Mount Union | NONE | $48,818 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $35,587 | $0 |