Retirement Plan For Employees Of Lenoir-Rhyne University — Form 5500 plan (Lenoir-Rhyne 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, Retirement Plan For Employees Of Lenoir-Rhyne University is a benefit plan reported by Lenoir-Rhyne University under EIN 56-0556753 and plan number 004. The latest loaded filing year is 2023. The filing reports 858 participants and $57,985,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lenoir-Rhyne University
- EIN
- 56-0556753
- Plan number
- 004
- Plan type
- 2
- Location
- Hickory, NC
- Latest filing year
- 2023
- Participants
- 858
- End-of-year plan assets
- $57,985,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 858 | H, C | 20260106111939NAL0002562051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,985,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,985,993
- Net assets (BOY)
- $52,710,179
Income & contributions
- Employer contributions
- $1,056,895
- Participant contributions
- $1,085,135
- Total contributions
- $2,461,029
- Total income / additions
- $9,823,392
Expenses & distributions
- Benefits paid
- $4,481,488
- Administrative expenses
- $61,430
- Total expenses
- $4,547,578
- Net increase / (decrease)
- $5,275,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | NONE | $52,530 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $5,313 | $0 | 2023 |