Goodwin University Savings And Retirement Plan — Form 5500 plan (Goodwin University, Inc.)
Plain-English plan 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, Goodwin University Savings And Retirement Plan is a benefit plan reported by Goodwin University, Inc. under EIN 06-1627882 and plan number 001. The latest loaded filing year is 2023. The filing reports 915 participants and $25,187,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwin University, Inc.
- EIN
- 06-1627882
- Plan number
- 001
- Plan type
- 2
- Location
- East Hartford, CT
- Latest filing year
- 2023
- Participants
- 915
- End-of-year plan assets
- $25,187,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 915 | H, C | 20241010134643NAL0020181681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,187,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,187,169
- Net assets (BOY)
- $21,141,879
Income & contributions
- Employer contributions
- $900,137
- Participant contributions
- $3,056,996
- Total contributions
- $4,681,947
- Total income / additions
- $7,962,290
Expenses & distributions
- Benefits paid
- $3,886,078
- Administrative expenses
- $30,922
- Total expenses
- $3,917,000
- Net increase / (decrease)
- $4,045,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services | BROKER ADVISOR | $0 | $34,648 | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $12,787 | $10,000 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $11,259 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,876 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwin University, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Hartford, CT
- Woodbury Financial Services — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation