2023 Form 5500 filing — Chapman 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 20241015163757NAL0048943424001) for Chapman University Defined Contribution Retirement Plan, reported by Chapman University under EIN 95-1643992 and plan number 003. It reports 3,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163757NAL0048943424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapman University
- EIN
- 95-1643992
- Plan number
- 003
- Location
- Orange, CA
- Participants
- 3,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,985,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,985,776
- Employer contributions
- $12,015,221
- Total income / additions
- $45,773,427
- Benefits paid
- $8,630,973
- Administrative expenses
- $37,638
- Total expenses
- $8,668,611
- Net increase / (decrease)
- $37,104,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Almich & Associates | NONE | $12,500 | not reported in the loaded dataset |
| Benefit Financial Services Group | NONE | $11,250 | not reported in the loaded dataset |
| 5500tax Group Inc. | NONE | $9,220 | not reported in the loaded dataset |
| Teachers Ins And Annuity Assoc | CUSTODIAN | $1,101 | $0 |
| Fidelity Inv Inst Oper Co Inc. | RECORDKEEPER | $325 | $0 |