Limestone University Retirement Plan — Form 5500 plan (Limestone 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, Limestone University Retirement Plan is a benefit plan reported by Limestone University under EIN 57-0314402 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $33,857,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Limestone University
- EIN
- 57-0314402
- Plan number
- 001
- Plan type
- 2
- Location
- Gaffney, SC
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $33,857,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241010153259NAL0020441553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,857,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,857,030
- Net assets (BOY)
- $32,225,137
Income & contributions
- Employer contributions
- $467,984
- Participant contributions
- $687,748
- Total contributions
- $1,177,827
- Total income / additions
- $5,546,885
Expenses & distributions
- Benefits paid
- $3,912,224
- Administrative expenses
- $575
- Total expenses
- $3,914,992
- Net increase / (decrease)
- $1,631,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPING | $1,625 | $0 | 2023 |