Wittenberg University Defined Contribution Retirement Plan — Form 5500 plan (Wittenberg University)

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, Wittenberg University Defined Contribution Retirement Plan is a benefit plan reported by Wittenberg University under EIN 31-0537177 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,014 participants and $148,088,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wittenberg University
EIN
31-0537177
Plan number
001
Plan type
2
Location
Springfield, OH
Latest filing year
2023
Participants
1,014
End-of-year plan assets
$148,088,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,014H, C20241010154638NAL0041404370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,088,632
Total liabilities (EOY)
$0
Net assets (EOY)
$148,088,632
Net assets (BOY)
$138,891,226

Income & contributions

Employer contributions
$857,199
Participant contributions
$1,316,215
Total contributions
$2,509,239
Total income / additions
$20,220,406

Expenses & distributions

Benefits paid
$10,894,618
Administrative expenses
$93,712
Total expenses
$11,023,000
Net increase / (decrease)
$9,197,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$44,051$02023
Cbiz Investment Advisory ServicesNONE$31,286not reported in the loaded dataset2023
Rsm Us LlpNONE$18,375not reported in the loaded dataset2023

Related Form 5500 pages