Ottawa University Dc Plan — Form 5500 plan (Ottawa 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, Ottawa University Dc Plan is a benefit plan reported by Ottawa University under EIN 48-0543772 and plan number 001. The latest loaded filing year is 2023. The filing reports 876 participants and $38,535,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ottawa University
- EIN
- 48-0543772
- Plan number
- 001
- Plan type
- 2
- Location
- Ottawa, KS
- Latest filing year
- 2023
- Participants
- 876
- End-of-year plan assets
- $38,535,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 876 | H, C | 20241015150157NAL0014909411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,535,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,535,436
- Net assets (BOY)
- $34,985,478
Income & contributions
- Employer contributions
- $307,277
- Participant contributions
- $1,426,268
- Total contributions
- $1,768,502
- Total income / additions
- $7,188,070
Expenses & distributions
- Benefits paid
- $3,570,181
- Administrative expenses
- $63,523
- Total expenses
- $3,638,112
- Net increase / (decrease)
- $3,549,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $63,523 | $0 | 2023 |
| Mariner Wealth Advisors | ADVISOR | $36,434 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $4,710 | not reported in the loaded dataset | 2023 |