Plan5500

The Bob Jones University Retirement Fund — Form 5500 plan (Bju, Inc.)

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, The Bob Jones University Retirement Fund is a benefit plan reported by Bju, Inc. under EIN 57-1088101 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,785 participants and $79,184,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bju, Inc.
EIN
57-1088101
Plan number
002
Plan type
3
Location
Greenville, SC
Latest filing year
2023
Participants
1,785
End-of-year plan assets
$79,184,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,785H, C20250303052909NAL0010594818001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,184,823
Total liabilities (EOY)
$0
Net assets (EOY)
$79,184,823
Net assets (BOY)
$69,002,587

Income & contributions

Employer contributions
$814,420
Participant contributions
$5,060,924
Total contributions
$6,089,946
Total income / additions
$15,923,742

Expenses & distributions

Benefits paid
$5,508,183
Administrative expenses
$233,323
Total expenses
$5,741,506
Net increase / (decrease)
$10,182,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$160,802not reported in the loaded dataset2023
Colton Groome Financial AdvisorsNONE$72,521not reported in the loaded dataset2023
Charles Schwab BankNONE$0$17,3142023

Related Form 5500 pages