Plan5500

Emeriti Retiree Health Plan For Denison University — 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, Emeriti Retiree Health Plan For Denison University is a benefit plan reported by Denison University under EIN 31-4379459 and plan number 510. The latest loaded filing year is 2023. The filing reports 884 participants and $14,722,806 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.7MPlan net assets, end of year$14,722,806
Participants884Covered participants reported
Assets / participant$16.7KComputed: assets ÷ participants$16,655 (computed)
Provider compensation$45.8K1 Schedule C provider row(s)$45,797
Plan sponsor
Denison University
EIN
31-4379459
Plan number
510
Plan type
2
Location
Granville, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    884 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$1.3M
Participant$338.2K
Full reported line items

Net assets

Total assets (EOY)
$14,722,806
Total liabilities (EOY)
$0
Net assets (EOY)
$14,722,806
Net assets (BOY)
$12,541,232

Income & contributions

Employer contributions
$1,320,760
Participant contributions
$338,234
Total contributions
$1,658,994
Total income / additions
$3,400,077

Expenses & distributions

Benefits paid
$1,172,706
Administrative expenses
$45,797
Total expenses
$1,218,503
Net increase / (decrease)
$2,181,574
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 80%Participant 20%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Emeriti Retirement Health Solutions$45.8K
    CONSULTANT · Direct $45.8K

Related Form 5500 pages