2023 Form 5500 filing — Ticua 403(B) Defined Contribution 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 20241015174725NAL0015193539001) for Ticua 403(B) Defined Contribution Plan, reported by Tennessee Independent Colleges And Universities Association, Inc. under EIN 62-1155139 and plan number 333. It reports 2,332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174725NAL0015193539001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tennessee Independent Colleges And Universities Association, Inc.
- EIN
- 62-1155139
- Plan number
- 333
- Location
- Nashville, TN
- Participants
- 2,332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,951,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,951,903
- Employer contributions
- $1,702,452
- Participant contributions
- $2,572,575
- Total income / additions
- $19,749,759
- Benefits paid
- $7,580,332
- Administrative expenses
- $549,482
- Total expenses
- $8,129,814
- Net increase / (decrease)
- $11,619,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services, Inc | INVESTMENT ADVISOR | $153,375 | not reported in the loaded dataset |
| Tiaa-Teachers Ins & Annuit Assoc | INVESTMENT PROVIDER | $62,777 | $0 |
| Pentegra Services, Inc | PLAN ADMINISTRATOR | $41,377 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,408 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $29,036 | not reported in the loaded dataset |
| Ftb Advisor Inc | INVESTMENT ADVISORY | $0 | $21,126 |