2023 Form 5500 filing — Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees

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 20241015185502NAL0049440720001) for Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees, reported by Antioch University under EIN 31-0536640 and plan number 001. It reports 1,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015185502NAL0049440720001
Filing year
2023
Form type
2
Plan sponsor
Antioch University
EIN
31-0536640
Plan number
001
Location
Yellow Springs, OH
Participants
1,752
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$174,247,611
Total liabilities (EOY)
$0
Net assets (EOY)
$174,247,611
Employer contributions
$1,740,120
Participant contributions
$1,494,451
Total income / additions
$25,268,891
Benefits paid
$9,589,129
Administrative expenses
$225,244
Total expenses
$9,814,373
Net increase / (decrease)
$15,454,518
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cbiz Investment Advisory ServicesNONE$77,837not reported in the loaded dataset
Rsm Us LlpNONE$43,998not reported in the loaded dataset
TiaaNONE$41,243$0
Ice Miller LlpNONE$30,188not reported in the loaded dataset

Related Form 5500 pages