Wilmington University 403(B) Dc Plan — Form 5500 plan (Wilmington University, Inc.)

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, Wilmington University 403(B) Dc Plan is a benefit plan reported by Wilmington University, Inc. under EIN 51-0107088 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,327 participants and $105,334,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilmington University, Inc.
EIN
51-0107088
Plan number
001
Plan type
2
Location
New Castle, DE
Latest filing year
2023
Participants
2,327
End-of-year plan assets
$105,334,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,327H, C20240903165339NAL0010676643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,334,750
Total liabilities (EOY)
$0
Net assets (EOY)
$105,334,750
Net assets (BOY)
$94,092,066

Income & contributions

Employer contributions
$2,352,697
Participant contributions
$3,526,092
Total contributions
$6,189,020
Total income / additions
$18,528,624

Expenses & distributions

Benefits paid
$7,161,688
Administrative expenses
$105,425
Total expenses
$7,285,940
Net increase / (decrease)
$11,242,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Flexpath Strategies, LLCNONE$47,253not reported in the loaded dataset2023
TiaaNONE$43,732$02023
Veery CapitalNONE$14,440not reported in the loaded dataset2023

Related Form 5500 pages