Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan — Form 5500 plan (Central Methodist 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, Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan is a benefit plan reported by Central Methodist University under EIN 43-0654854 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $40,005,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Methodist University
- EIN
- 43-0654854
- Plan number
- 001
- Plan type
- 2
- Location
- Fayette, MO
- Latest filing year
- 2023
- Participants
- 597
- End-of-year plan assets
- $40,005,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20241014171431NAL0013674035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,005,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,005,767
- Net assets (BOY)
- $35,069,153
Income & contributions
- Employer contributions
- $890,019
- Participant contributions
- $1,133,132
- Total contributions
- $2,119,532
- Total income / additions
- $7,227,120
Expenses & distributions
- Benefits paid
- $2,261,589
- Administrative expenses
- $22,772
- Total expenses
- $2,290,506
- Net increase / (decrease)
- $4,936,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $9,173 | $0 | 2023 |
| Williams Keepers LLC | NONE | $6,750 | not reported in the loaded dataset | 2023 |
| Plan Pilot, LLC | NONE | $6,740 | not reported in the loaded dataset | 2023 |