2023 Form 5500 filing — Culver Educational Foundation 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 20250303153050NAL0003439187001) for Culver Educational Foundation Defined Contribution Retirement Plan, reported by The Culver Educational Foundation under EIN 35-0868071 and plan number 002. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303153050NAL0003439187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Culver Educational Foundation
- EIN
- 35-0868071
- Plan number
- 002
- Location
- Culver, IN
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,053,427
- Net assets (EOY)
- $73,053,427
- Employer contributions
- $2,954,226
- Participant contributions
- $2,223,481
- Total income / additions
- $13,598,097
- Benefits paid
- $6,489,913
- Administrative expenses
- $95,513
- Total expenses
- $6,585,426
- Net increase / (decrease)
- $7,012,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | SERVICE PROVIDER | $91,857 | $0 |
| Cap Financial Partners, LLC | SERVICE PROVIDER | $13,350 | not reported in the loaded dataset |