2023 Form 5500 filing — Retirement Plan For Employees Of Lenoir-Rhyne University
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 20260106111939NAL0002562051001) for Retirement Plan For Employees Of Lenoir-Rhyne University, reported by Lenoir-Rhyne University under EIN 56-0556753 and plan number 004. It reports 858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260106111939NAL0002562051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lenoir-Rhyne University
- EIN
- 56-0556753
- Plan number
- 004
- Location
- Hickory, NC
- Participants
- 858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,985,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,985,993
- Employer contributions
- $1,056,895
- Participant contributions
- $1,085,135
- Total income / additions
- $9,823,392
- Benefits paid
- $4,481,488
- Administrative expenses
- $61,430
- Total expenses
- $4,547,578
- Net increase / (decrease)
- $5,275,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services, Inc | NONE | $52,530 | not reported in the loaded dataset |
| Tiaa | NONE | $5,313 | $0 |