Aurora University Retirement Plan — Form 5500 plan (Aurora 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, Aurora University Retirement Plan is a benefit plan reported by Aurora University under EIN 36-2166964 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,299 participants and $111,380,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aurora University
EIN
36-2166964
Plan number
001
Plan type
2
Location
Aurora, IL
Latest filing year
2023
Participants
1,299
End-of-year plan assets
$111,380,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,299H, C20240908164133NAL0001903923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,380,056
Total liabilities (EOY)
$0
Net assets (EOY)
$111,380,056
Net assets (BOY)
$102,592,141

Income & contributions

Employer contributions
$1,722,045
Participant contributions
$2,386,767
Total contributions
$4,238,120
Total income / additions
$17,931,602

Expenses & distributions

Benefits paid
$9,017,097
Administrative expenses
$126,590
Total expenses
$9,143,687
Net increase / (decrease)
$8,787,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$77,525$02023
Planpilot, LLCNONE$37,565not reported in the loaded dataset2023
Forvis LlpNONE$11,500not reported in the loaded dataset2023

Related Form 5500 pages