Regent University 403(B) Retirement Plan — Form 5500 plan (Regent 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, Regent University 403(B) Retirement Plan is a benefit plan reported by Regent University under EIN 54-1061178 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,236 participants and $76,704,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regent University
EIN
54-1061178
Plan number
001
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023
Participants
1,236
End-of-year plan assets
$76,704,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,236H, C20240417134112NAL0002790417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,704,650
Total liabilities (EOY)
$0
Net assets (EOY)
$76,704,650
Net assets (BOY)
$65,151,392

Income & contributions

Employer contributions
$904,311
Participant contributions
$3,915,959
Total contributions
$5,085,184
Total income / additions
$16,845,489

Expenses & distributions

Benefits paid
$5,278,950
Administrative expenses
$12,618
Total expenses
$5,292,231
Net increase / (decrease)
$11,553,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$12,443not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER-$10,627$02023

Related Form 5500 pages