Plan5500

Baldwin Wallace University Defined Contribution And Tax Deferred Savings — Form 5500 plan (Baldwin Wallace 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, Baldwin Wallace University Defined Contribution And Tax Deferred Savings is a benefit plan reported by Baldwin Wallace University under EIN 34-0714629 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,433 participants and $215,312,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baldwin Wallace University
EIN
34-0714629
Plan number
002
Plan type
2
Location
Berea, OH
Latest filing year
2023
Participants
1,433
End-of-year plan assets
$215,312,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,433H, C20241015111401NAL0029365297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,312,581
Total liabilities (EOY)
$0
Net assets (EOY)
$215,312,581
Net assets (BOY)
$193,472,264

Income & contributions

Employer contributions
$2,661,415
Participant contributions
$3,701,830
Total contributions
$7,270,694
Total income / additions
$33,146,238

Expenses & distributions

Benefits paid
$11,195,331
Administrative expenses
$110,590
Total expenses
$11,305,921
Net increase / (decrease)
$21,840,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$56,421$02023
Cbiz Investment Advisory ServicesINVESTMENT ADVISORY$34,944not reported in the loaded dataset2023
Meaden & Moore LtdAUDITOR$21,000not reported in the loaded dataset2023

Related Form 5500 pages