2023 Form 5500 filing — Benedictine 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 20241015175019NAL0049210992001) for Benedictine University Defined Contribution Retirement Plan, reported by Benedictine University under EIN 36-2722198 and plan number 001. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175019NAL0049210992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Benedictine University
- EIN
- 36-2722198
- Plan number
- 001
- Location
- Lisle, IL
- Participants
- 1,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,012,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,012,810
- Participant contributions
- $1,444,737
- Total income / additions
- $13,705,927
- Benefits paid
- $11,535,184
- Administrative expenses
- $102,273
- Total expenses
- $11,639,535
- Net increase / (decrease)
- $2,066,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | NONE | $45,000 | not reported in the loaded dataset |
| Tiaa | NONE | $29,143 | $0 |
| Crowe Llp | NONE | $28,130 | not reported in the loaded dataset |