Upper Iowa University 403(B) Retirement Plan — Form 5500 plan (Upper Iowa 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, Upper Iowa University 403(B) Retirement Plan is a benefit plan reported by Upper Iowa University under EIN 42-0680372 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,014 participants and $46,056,102 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$46.1MPlan net assets, end of year$46,056,102
Participants1KCovered participants reported1,014
Assets / participant$45.4KComputed: assets ÷ participants$45,420 (computed)
Provider compensation$12K1 Schedule C provider row(s)$12,011
- Plan sponsor
- Upper Iowa University
- EIN
- 42-0680372
- Plan number
- 002
- Plan type
- 2
- Location
- Fayette, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,014 | H, C | 20241014140121NAL0013412483001 |
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)$46.1M total assets
Net assets$46.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $46,056,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,056,102
- Net assets (BOY)
- $42,248,282
Income & contributions
- Employer contributions
- $264,740
- Participant contributions
- $890,518
- Total contributions
- $1,302,917
- Total income / additions
- $7,347,920
Expenses & distributions
- Benefits paid
- $3,528,089
- Administrative expenses
- $12,011
- Total expenses
- $3,540,100
- Net increase / (decrease)
- $3,807,820
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.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $12,011 | $0 | 2023 |