Claflin University Dc Retirement Plan — Form 5500 plan (Claflin 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, Claflin University Dc Retirement Plan is a benefit plan reported by Claflin University under EIN 57-0314374 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $28,871,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Claflin University
- EIN
- 57-0314374
- Plan number
- 001
- Plan type
- 2
- Location
- Orangeburg, SC
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $28,871,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20241015085419NAL0016013555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,871,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,871,825
- Net assets (BOY)
- $25,750,629
Income & contributions
- Employer contributions
- $1,011,161
- Participant contributions
- $559,945
- Total contributions
- $1,591,823
- Total income / additions
- $4,896,285
Expenses & distributions
- Benefits paid
- $1,766,621
- Administrative expenses
- $5,299
- Total expenses
- $1,775,089
- Net increase / (decrease)
- $3,121,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $4,459 | $0 | 2023 |