Stetson University Defined Contribution Plan — Form 5500 plan (Stetson 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, Stetson University Defined Contribution Plan is a benefit plan reported by Stetson University under EIN 59-0624416 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,155 participants and $241,481,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stetson University
- EIN
- 59-0624416
- Plan number
- 001
- Plan type
- 2
- Location
- Deland, FL
- Latest filing year
- 2023
- Participants
- 2,155
- End-of-year plan assets
- $241,481,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,155 | H, C | 20241015154012NAL0048712128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,481,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $241,481,218
- Net assets (BOY)
- $214,142,572
Income & contributions
- Employer contributions
- $5,166,534
- Participant contributions
- $3,127,555
- Total contributions
- $10,429,420
- Total income / additions
- $40,023,495
Expenses & distributions
- Benefits paid
- $12,518,984
- Administrative expenses
- $165,865
- Total expenses
- $12,684,849
- Net increase / (decrease)
- $27,338,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $107,762 | $0 | 2023 |
| Andco Consulting, LLC | NONE | $41,079 | not reported in the loaded dataset | 2023 |
| Msl, P.A. | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Inst. Ops. Co., Inc. | NONE | $24 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stetson University
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Deland, FL
- Tiaa — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Msl, P.A. — Schedule C compensation
- Fidelity Inv. Inst. Ops. Co., Inc. — Schedule C compensation