Adler University Defined Contribution Retirement Plan — Form 5500 plan (Adler 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, Adler University Defined Contribution Retirement Plan is a benefit plan reported by Adler University under EIN 36-2515281 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $28,260,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adler University
- EIN
- 36-2515281
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $28,260,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20250314115239NAL0035309680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,260,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,260,070
- Net assets (BOY)
- $24,642,442
Income & contributions
- Employer contributions
- $923,638
- Participant contributions
- $1,125,676
- Total contributions
- $2,214,751
- Total income / additions
- $6,111,364
Expenses & distributions
- Benefits paid
- $2,422,376
- Administrative expenses
- $71,360
- Total expenses
- $2,493,736
- Net increase / (decrease)
- $3,617,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $40,648 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,578 | $0 | 2023 |