Clarke University Retirement Plan — Form 5500 plan (Clarke 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, Clarke University Retirement Plan is a benefit plan reported by Clarke University under EIN 42-0680408 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $37,232,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarke University
- EIN
- 42-0680408
- Plan number
- 001
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $37,232,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241008161410NAL0029201120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,232,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,232,633
- Net assets (BOY)
- $34,064,890
Income & contributions
- Employer contributions
- $443,298
- Participant contributions
- $686,862
- Total contributions
- $1,130,160
- Total income / additions
- $5,946,333
Expenses & distributions
- Benefits paid
- $2,719,483
- Administrative expenses
- $59,107
- Total expenses
- $2,778,590
- Net increase / (decrease)
- $3,167,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $20,467 | not reported in the loaded dataset | 2023 |
| Tiaa Teachers Insurance & Annuity A | NONE | $16,373 | $0 | 2023 |
| Pentegra Services, Inc. | NONE | $12,980 | not reported in the loaded dataset | 2023 |
| Coulter & Justice | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clarke University
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Dubuque, IA
- Two West Capital Advisors — Schedule C compensation
- Tiaa Teachers Insurance & Annuity A — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justice — Schedule C compensation