Lindenwood University Defined Contribution And Tax Deferred Annuity Plan — Form 5500 plan (Lindenwood 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, Lindenwood University Defined Contribution And Tax Deferred Annuity Plan is a benefit plan reported by Lindenwood University under EIN 43-0652649 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,198 participants and $72,913,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lindenwood University
EIN
43-0652649
Plan number
002
Plan type
2
Location
St. Charles, MO
Latest filing year
2023
Participants
1,198
End-of-year plan assets
$72,913,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,198H, C20241013200250NAL0025115393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,913,538
Total liabilities (EOY)
$0
Net assets (EOY)
$72,913,538
Net assets (BOY)
$61,004,596

Income & contributions

Employer contributions
$1,767,643
Participant contributions
$3,772,445
Total contributions
$7,385,821
Total income / additions
$16,786,029

Expenses & distributions

Benefits paid
$4,761,991
Administrative expenses
$113,407
Total expenses
$4,877,087
Net increase / (decrease)
$11,908,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Ins & Annuity AssocCONTRACT ADMINISTRATOR$79,275$02023
Nfp Retirement Inc.NONE$35,000not reported in the loaded dataset2023

Related Form 5500 pages