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, Midwestern University Retirement Plan is a benefit plan reported by Midwestern University under EIN 36-3377698 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,752 participants and $442,418,507 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $442,418,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $442,418,507
- Net assets (BOY)
- $374,242,558
Income & contributions
- Employer contributions
- $16,532,131
- Participant contributions
- $13,155,143
- Total contributions
- $32,515,593
- Total income / additions
- $89,772,099
Expenses & distributions
- Benefits paid
- $21,503,578
- Administrative expenses
- $92,572
- Total expenses
- $21,596,150
- Net increase / (decrease)
- $68,175,949