Furman University Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Furman 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, Furman University Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Furman University under EIN 57-0314395 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,786 participants and $324,646,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Furman University
- EIN
- 57-0314395
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 1,786
- End-of-year plan assets
- $324,646,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,786 | H, C | 20240729101503NAL0031826608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,646,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $324,646,410
- Net assets (BOY)
- $291,360,453
Income & contributions
- Employer contributions
- $5,864,673
- Participant contributions
- $4,532,824
- Total contributions
- $11,947,670
- Total income / additions
- $52,621,295
Expenses & distributions
- Benefits paid
- $19,049,645
- Administrative expenses
- $285,693
- Total expenses
- $19,335,338
- Net increase / (decrease)
- $33,285,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $162,550 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $53,172 | not reported in the loaded dataset | 2023 |
| Nixon Peabody Llp | NONE | $39,945 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $30,030 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Furman University
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Tiaa — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation