Elmhurst University Retirement Plan — Form 5500 plan (Elmhurst 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, Elmhurst University Retirement Plan is a benefit plan reported by Elmhurst University under EIN 36-2169145 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $126,876,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elmhurst University
EIN
36-2169145
Plan number
001
Plan type
2
Location
Elmhurst, IL
Latest filing year
2023
Participants
1,054
End-of-year plan assets
$126,876,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,054H, C20240829163330NAL0006600899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,876,657
Total liabilities (EOY)
$0
Net assets (EOY)
$126,876,657
Net assets (BOY)
$114,078,916

Income & contributions

Employer contributions
$2,070,737
Participant contributions
$1,937,740
Total contributions
$4,418,680
Total income / additions
$20,629,881

Expenses & distributions

Benefits paid
$7,695,248
Administrative expenses
$136,892
Total expenses
$7,832,140
Net increase / (decrease)
$12,797,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$65,759$02023
Grant Thornton LlpNONE$43,993not reported in the loaded dataset2023
Planpilot, LLCNONE$27,140not reported in the loaded dataset2023

Related Form 5500 pages