2023 Form 5500 filing — Briar Cliff University 403(B) Dc 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 20250717105606NAL0000059635001) for Briar Cliff University 403(B) Dc Plan, reported by Briar Cliff University under EIN 42-0707124 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.9MReported net assets$27,875,458
Participants427
Provider compensation$15.2K4 Schedule C row(s)$15,214
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250717105606NAL0000059635001
- Plan sponsor
- Briar Cliff University
- EIN
- 42-0707124
- Plan number
- 001
- Location
- Sioux City, IA
- 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)$27.9M total assets
Net assets$27.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,875,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,875,458
- Employer contributions
- $143,994
- Participant contributions
- $317,574
- Total income / additions
- $2,699,421
- Benefits paid
- $1,692,000
- Administrative expenses
- $17,629
- Total expenses
- $1,709,629
- Net increase / (decrease)
- $989,792
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $9,410 | not reported in the loaded dataset |
| Tiaa | NONE | $5,804 | $0 |
| Coulter & Justus | NONE | $0 | not reported in the loaded dataset |
| Pentegra Services, Inc. | NONE | $0 | not reported in the loaded dataset |