Plan5500

Greenville University Retirement Plan — Form 5500 plan (Greenville 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, Greenville University Retirement Plan is a benefit plan reported by Greenville University under EIN 37-0681530 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $29,836,624 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.8MPlan net assets, end of year$29,836,624
Participants516Covered participants reported
Assets / participant$57.8KComputed: assets ÷ participants$57,823 (computed)
Provider compensation$27.3K1 Schedule C provider row(s)$27,316
Plan sponsor
Greenville University
EIN
37-0681530
Plan number
001
Plan type
2
Location
Greenville, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    516 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities—
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$288.3K
Participant$526.3K
Full reported line items

Net assets

Total assets (EOY)
$29,836,624
Net assets (EOY)
$29,836,624
Net assets (BOY)
$26,442,041

Income & contributions

Employer contributions
$288,315
Participant contributions
$526,307
Total contributions
$814,673
Total income / additions
$5,106,533

Expenses & distributions

Benefits paid
$1,629,308
Administrative expenses
$82,642
Total expenses
$1,711,950
Net increase / (decrease)
$3,394,583
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$27.3K
    NONE · Direct $27.3K · Indirect $0

Related Form 5500 pages