Plan5500

High Point University Retirement Plan — Form 5500 plan (High Point 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, High Point University Retirement Plan is a benefit plan reported by High Point University under EIN 56-0529999 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,595 participants and $139,439,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
High Point University
EIN
56-0529999
Plan number
001
Plan type
2
Location
High Point, NC
Latest filing year
2023
Participants
1,595
End-of-year plan assets
$139,439,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,595H, C20240729111830NAL0019259409005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,439,079
Net assets (EOY)
$139,439,079
Net assets (BOY)
$122,618,262

Income & contributions

Employer contributions
$3,588,680
Participant contributions
$5,482,676
Total contributions
$9,839,985
Total income / additions
$26,297,454

Expenses & distributions

Benefits paid
$9,050,820
Administrative expenses
$425,817
Total expenses
$9,476,637
Net increase / (decrease)
$16,820,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Servicesnot reported in the loaded dataset$72,520not reported in the loaded dataset2023
Tiaanot reported in the loaded dataset$68,851$02023

Related Form 5500 pages