Denison University Retirement Plan — Form 5500 plan (Denison 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, Denison University Retirement Plan is a benefit plan reported by Denison University under EIN 31-4379459 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,164 participants and $286,527,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Denison University
EIN
31-4379459
Plan number
002
Plan type
2
Location
Granville, OH
Latest filing year
2023
Participants
2,164
End-of-year plan assets
$286,527,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,164H, C20241015150546NAL0028872865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$286,527,515
Total liabilities (EOY)
$0
Net assets (EOY)
$286,527,515
Net assets (BOY)
$252,386,226

Income & contributions

Employer contributions
$6,724,213
Participant contributions
$5,771,312
Total contributions
$14,759,370
Total income / additions
$50,513,382

Expenses & distributions

Benefits paid
$16,152,323
Administrative expenses
$215,260
Total expenses
$16,373,154
Net increase / (decrease)
$34,140,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$162,063$02023
Cbiz Investment Advisory Services LNONE$38,776not reported in the loaded dataset2023
Dg Krause LLCNONE$12,500not reported in the loaded dataset2023

Related Form 5500 pages