2023 Form 5500 filing — Judson University 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 20250312150655NAL0030616928001) for Judson University Retirement Plan, reported by Judson University under EIN 36-2515868 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312150655NAL0030616928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Judson University
- EIN
- 36-2515868
- Plan number
- 001
- Location
- Elgin, IL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,156,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,156,226
- Participant contributions
- $284,679
- Total income / additions
- $2,328,039
- Benefits paid
- $757,316
- Administrative expenses
- $15,758
- Total expenses
- $773,074
- Net increase / (decrease)
- $1,554,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $10,573 | not reported in the loaded dataset |
| Tiaa-Teachers Ins & Annuity Assoc | NONE | $5,411 | $0 |