2023 Form 5500 filing — Tusculum 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 20260423144820NAL0002600419001) for Tusculum University 403(B) Dc Plan, reported by Tusculum University under EIN 62-0484185 and plan number 001. It reports 230 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)$20.8MReported net assets$20,795,156
Participants230
Provider compensation$32.1K4 Schedule C row(s)$32,133
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260423144820NAL0002600419001
- Plan sponsor
- Tusculum University
- EIN
- 62-0484185
- Plan number
- 001
- Location
- Greenville, TN
- 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)$20.8M total assets
Net assets$20.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,795,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,795,156
- Employer contributions
- $58,215
- Participant contributions
- $401,851
- Total income / additions
- $3,271,597
- Benefits paid
- $1,874,229
- Administrative expenses
- $28,786
- Total expenses
- $1,903,015
- Net increase / (decrease)
- $1,368,582
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,614 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $7,519 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |