Plan5500

Ohio Northern University Defined Contribution Retirement Plan — Form 5500 plan (Ohio Northern 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, Ohio Northern University Defined Contribution Retirement Plan is a benefit plan reported by Ohio Northern University under EIN 34-4429091 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,411 participants and $238,062,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio Northern University
EIN
34-4429091
Plan number
001
Plan type
2
Location
Ada, OH
Latest filing year
2023
Participants
1,411
End-of-year plan assets
$238,062,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,411H, C20250211135503NAL0010575987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$238,062,657
Net assets (EOY)
$238,062,657
Net assets (BOY)
$230,135,445

Income & contributions

Employer contributions
$806,551
Participant contributions
$1,006,355
Total contributions
$1,846,003
Total income / additions
$11,854,531

Expenses & distributions

Benefits paid
$3,831,001
Administrative expenses
$96,318
Total expenses
$3,927,319
Net increase / (decrease)
$7,927,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa Teachers Ins & Annuity Assc.NONE$43,631not reported in the loaded dataset2023
Plan Pilot, LLCNONE$9,168not reported in the loaded dataset2023
Lpl Financial, LLCNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages