University Of Dubuque Employees' 403(B) Plan — Form 5500 plan (University Of Dubuque)
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, University Of Dubuque Employees' 403(B) Plan is a benefit plan reported by University Of Dubuque under EIN 42-0680323 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $68,163,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Dubuque
- EIN
- 42-0680323
- Plan number
- 001
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 818
- End-of-year plan assets
- $68,163,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 818 | H, C | 20241014230445NAL0055462914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,163,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,163,531
- Net assets (BOY)
- $59,465,002
Income & contributions
- Employer contributions
- $1,404,663
- Participant contributions
- $1,735,680
- Total contributions
- $3,141,165
- Total income / additions
- $13,229,812
Expenses & distributions
- Benefits paid
- $4,516,673
- Administrative expenses
- $14,610
- Total expenses
- $4,531,283
- Net increase / (decrease)
- $8,698,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $14,610 | $0 | 2023 |