2023 Form 5500 filing — Denison University 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 20241015150546NAL0028872865001) for Denison University Retirement Plan, reported by Denison University under EIN 31-4379459 and plan number 002. It reports 2,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$286.5MReported net assets$286,527,515
Participants2.2K2,164
Provider compensation$213.3K3 Schedule C row(s)$213,339
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015150546NAL0028872865001
- Plan sponsor
- Denison University
- EIN
- 31-4379459
- Plan number
- 002
- Location
- Granville, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$286.5M total assets
Net assets$286.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $286,527,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $286,527,515
- Employer contributions
- $6,724,213
- Participant contributions
- $5,771,312
- Total income / additions
- $50,513,382
- Benefits paid
- $16,152,323
- Administrative expenses
- $215,260
- Total expenses
- $16,373,154
- Net increase / (decrease)
- $34,140,228
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $162,063 | $0 |
| Cbiz Investment Advisory Services L | NONE | $38,776 | not reported in the loaded dataset |
| Dg Krause LLC | NONE | $12,500 | not reported in the loaded dataset |