University Of Mary Employee Retirement Plan — Form 5500 plan (University Of Mary)
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, University Of Mary Employee Retirement Plan is a benefit plan reported by University Of Mary under EIN 45-0273403 and plan number 001. The latest loaded filing year is 2023. The filing reports 771 participants and $63,187,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Mary
- EIN
- 45-0273403
- Plan number
- 001
- Plan type
- 2
- Location
- Bismarck, ND
- Latest filing year
- 2023
- Participants
- 771
- End-of-year plan assets
- $63,187,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 771 | H, C | 20240919113625NAL0010394048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,187,544
- Total liabilities (EOY)
- $3,741
- Net assets (EOY)
- $63,183,803
- Net assets (BOY)
- $56,306,287
Income & contributions
- Employer contributions
- $1,679,720
- Participant contributions
- $2,121,243
- Total contributions
- $4,490,794
- Total income / additions
- $13,798,735
Expenses & distributions
- Benefits paid
- $6,760,089
- Administrative expenses
- $161,130
- Total expenses
- $6,921,219
- Net increase / (decrease)
- $6,877,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bravera Wealth | TRUSTEE/ RECORDKEEPER | $161,130 | $0 | 2023 |
| Tiaa - Teachers Insurance & Annuity | NONE | $0 | not reported in the loaded dataset | 2023 |