Friends University Dc And Tda Plan — Form 5500 plan (Friends 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, Friends University Dc And Tda Plan is a benefit plan reported by Friends University under EIN 48-0547702 and plan number 001. The latest loaded filing year is 2023. The filing reports 587 participants and $36,204,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friends University
- EIN
- 48-0547702
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 587
- End-of-year plan assets
- $36,204,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 587 | H, C | 20241015092158NAL0016050867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,204,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,204,444
- Net assets (BOY)
- $32,699,718
Income & contributions
- Employer contributions
- $415,396
- Participant contributions
- $743,385
- Total contributions
- $1,955,692
- Total income / additions
- $7,195,436
Expenses & distributions
- Benefits paid
- $3,599,301
- Administrative expenses
- $89,891
- Total expenses
- $3,690,710
- Net increase / (decrease)
- $3,504,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $30,109 | $0 | 2023 |
| Forvis | AUDITOR | $28,907 | $0 | 2023 |
| Economic Group Pension Services Inc | SERVICE PROVIDER | $11,288 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | ADVISOR | $10,086 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | ADVISOR | $6,219 | $0 | 2023 |
| Tiaa-Teachers Ins & Annuity Assoc | RECORDKEEPER | $1,570 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friends University
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Lincoln National Corporation — Schedule C compensation
- Forvis — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Tiaa-Teachers Ins & Annuity Assoc — Schedule C compensation