Spring Arbor University Dc Retirement Plan — Form 5500 plan (Spring Arbor 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, Spring Arbor University Dc Retirement Plan is a benefit plan reported by Spring Arbor University under EIN 38-1359569 and plan number 001. The latest loaded filing year is 2023. The filing reports 773 participants and $57,976,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spring Arbor University
- EIN
- 38-1359569
- Plan number
- 001
- Plan type
- 2
- Location
- Spring Arbor, MI
- Latest filing year
- 2023
- Participants
- 773
- End-of-year plan assets
- $57,976,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 773 | H, C | 20241009175504NAL0018867025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,976,254
- Net assets (EOY)
- $57,976,254
- Net assets (BOY)
- $54,058,232
Income & contributions
- Employer contributions
- $676,940
- Participant contributions
- $661,226
- Total contributions
- $1,627,162
- Total income / additions
- $9,057,920
Expenses & distributions
- Benefits paid
- $4,992,891
- Administrative expenses
- $147,007
- Total expenses
- $5,139,898
- Net increase / (decrease)
- $3,918,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Cref | SERVICE PROVIDER | $79,507 | $0 | 2023 |
| Capfinancial Partners, LLC | SERVICE PROVIDER | $67,500 | not reported in the loaded dataset | 2023 |