Coker University 403(B) Defined Contribution Plan — Form 5500 plan (Coker 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, Coker University 403(B) Defined Contribution Plan is a benefit plan reported by Coker University under EIN 57-0324916 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $30,248,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coker University
- EIN
- 57-0324916
- Plan number
- 001
- Plan type
- 2
- Location
- Hartsville, SC
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $30,248,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20250204102417NAL0008417457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,248,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,248,645
- Net assets (BOY)
- $28,528,319
Income & contributions
- Employer contributions
- $56,987
- Participant contributions
- $542,018
- Total contributions
- $655,160
- Total income / additions
- $4,149,421
Expenses & distributions
- Benefits paid
- $2,381,759
- Administrative expenses
- $38,943
- Total expenses
- $2,429,095
- Net increase / (decrease)
- $1,720,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plan Pilot, LLC | CONSULTING | $30,477 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $8,092 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $754 | $0 | 2023 |