2023 Form 5500 filing — The Bob Jones University Retirement Fund
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 20250303052909NAL0010594818001) for The Bob Jones University Retirement Fund, reported by Bju, Inc. under EIN 57-1088101 and plan number 002. It reports 1,785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$79.2MReported net assets$79,184,823
Participants1.8K1,785
Provider compensation$250.6K3 Schedule C row(s)$250,637
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250303052909NAL0010594818001
- Plan sponsor
- Bju, Inc.
- EIN
- 57-1088101
- Plan number
- 002
- Location
- Greenville, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$79.2M total assets
Net assets$79.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $79,184,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,184,823
- Employer contributions
- $814,420
- Participant contributions
- $5,060,924
- Total income / additions
- $15,923,742
- Benefits paid
- $5,508,183
- Administrative expenses
- $233,323
- Total expenses
- $5,741,506
- Net increase / (decrease)
- $10,182,236
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $160,802 | not reported in the loaded dataset |
| Colton Groome Financial Advisors | NONE | $72,521 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $17,314 |