Benedictine University Defined Contribution Retirement Plan — Form 5500 plan (Benedictine 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, Benedictine University Defined Contribution Retirement Plan is a benefit plan reported by Benedictine University under EIN 36-2722198 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,024 participants and $99,012,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Benedictine University
EIN
36-2722198
Plan number
001
Plan type
2
Location
Lisle, IL
Latest filing year
2023
Participants
1,024
End-of-year plan assets
$99,012,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,024H, C20241015175019NAL0049210992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,012,810
Total liabilities (EOY)
$0
Net assets (EOY)
$99,012,810
Net assets (BOY)
$96,940,782

Income & contributions

Participant contributions
$1,444,737
Total contributions
$1,918,586
Total income / additions
$13,705,927

Expenses & distributions

Benefits paid
$11,535,184
Administrative expenses
$102,273
Total expenses
$11,639,535
Net increase / (decrease)
$2,066,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow FinancialNONE$45,000not reported in the loaded dataset2023
TiaaNONE$29,143$02023
Crowe LlpNONE$28,130not reported in the loaded dataset2023

Related Form 5500 pages