Taylor University Employee Benefit Plan — Form 5500 plan (Taylor 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, Taylor University Employee Benefit Plan is a benefit plan reported by Taylor University under EIN 35-0868181 and plan number 501. The latest loaded filing year is 2023. The filing reports 424 participants and $1,869,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor University
- EIN
- 35-0868181
- Plan number
- 501
- Plan type
- 2
- Location
- Upland, IN
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $1,869,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20250317143026NAL0000965219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,869,178
- Total liabilities (EOY)
- $1,506,718
- Net assets (EOY)
- $362,460
- Net assets (BOY)
- $1,388,444
Income & contributions
- Employer contributions
- $7,019,651
- Participant contributions
- $1,514,543
- Total contributions
- $8,534,194
- Total income / additions
- $8,603,990
Expenses & distributions
- Benefits paid
- $9,061,823
- Administrative expenses
- $568,151
- Total expenses
- $9,629,974
- Net increase / (decrease)
- -$1,025,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE | $434,548 | $0 | 2023 |
| Automated Group Administration Inc | ADMINISTRATOR | $70,518 | not reported in the loaded dataset | 2023 |
| Parkview Occupational Health | NONE | $39,944 | not reported in the loaded dataset | 2023 |
| Ameriflex | NONE | $16,224 | not reported in the loaded dataset | 2023 |
| Alight Holding Company LLC | NONE | $5,171 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Taylor University
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Upland, IN
- Cigna Health And Life Insurance Co — Schedule C compensation
- Automated Group Administration Inc — Schedule C compensation
- Parkview Occupational Health — Schedule C compensation
- Ameriflex — Schedule C compensation
- Alight Holding Company LLC — Schedule C compensation