2023 Form 5500 filing — Quincy University Dc 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 20250227105008NAL0002177569001) for Quincy University Dc Retirement Plan, reported by Quincy University Corporation under EIN 37-0661231 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227105008NAL0002177569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quincy University Corporation
- EIN
- 37-0661231
- Plan number
- 001
- Location
- Quincy, IL
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,639,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,639,201
- Employer contributions
- $198,588
- Participant contributions
- $565,538
- Total income / additions
- $3,928,522
- Benefits paid
- $1,882,476
- Administrative expenses
- $23,604
- Total expenses
- $1,906,080
- Net increase / (decrease)
- $2,022,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,604 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $15,667 |