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, Valparaiso University Retirement Plan is a benefit plan reported by The Lutheran University Association, Inc under EIN 35-0868125 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,312 participants and $224,652,628 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $224,652,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $224,652,628
- Net assets (BOY)
- $209,002,189
Income & contributions
- Employer contributions
- $2,364,947
- Participant contributions
- $3,222,675
- Total contributions
- $5,836,186
- Total income / additions
- $33,774,756
Expenses & distributions
- Benefits paid
- $17,884,624
- Administrative expenses
- $239,693
- Total expenses
- $18,124,317
- Net increase / (decrease)
- $15,650,439