Plan5500

Drury University 403(B) Retirement Plan — Form 5500 plan (Drury 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, Drury University 403(B) Retirement Plan is a benefit plan reported by Drury University under EIN 44-0552049 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,221 participants and $82,440,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drury University
EIN
44-0552049
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
1,221
End-of-year plan assets
$82,440,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,221H, C20250314135615NAL0011860051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,440,388
Net assets (EOY)
$82,440,388
Net assets (BOY)
$79,180,835

Income & contributions

Employer contributions
$543,556
Participant contributions
$1,499,156
Total contributions
$2,142,072
Total income / additions
$14,467,121

Expenses & distributions

Benefits paid
$11,096,929
Administrative expenses
$110,639
Total expenses
$11,207,568
Net increase / (decrease)
$3,259,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services Co.NONE$110,639$02023

Related Form 5500 pages