2023 Form 5500 filing — Midland University 403(B) Retirement Savings 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 20250529152637NAL0007956545001) for Midland University 403(B) Retirement Savings Plan, reported by Midland University under EIN 47-0376551 and plan number 003. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250529152637NAL0007956545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midland University
- EIN
- 47-0376551
- Plan number
- 003
- Location
- Fremont, NE
- Participants
- 474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,905,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,905,196
- Employer contributions
- $292,170
- Participant contributions
- $511,678
- Total income / additions
- $4,753,400
- Benefits paid
- $2,304,130
- Administrative expenses
- $56,601
- Total expenses
- $2,360,731
- Net increase / (decrease)
- $2,392,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $23,250 | not reported in the loaded dataset |
| Pentegra Services, Inc. | NONE | $14,397 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $9,554 | $0 |
| Coulter & Justus | NONE | $9,400 | not reported in the loaded dataset |