Bellarmine University Defined Contribution Plan — Form 5500 plan (Bellarmine 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, Bellarmine University Defined Contribution Plan is a benefit plan reported by Bellarmine University under EIN 61-0482955 and plan number 001. The latest loaded filing year is 2023. The filing reports 816 participants and $98,903,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellarmine University
- EIN
- 61-0482955
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 816
- End-of-year plan assets
- $98,903,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 816 | H, C | 20241011211529NAL0022692385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,903,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,903,844
- Net assets (BOY)
- $90,514,845
Income & contributions
- Employer contributions
- $1,023,416
- Participant contributions
- $759,943
- Total contributions
- $1,991,433
- Total income / additions
- $14,877,329
Expenses & distributions
- Benefits paid
- $6,334,729
- Administrative expenses
- $153,601
- Total expenses
- $6,488,330
- Net increase / (decrease)
- $8,388,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealthmd Corporation | NONE | $104,312 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $22,730 | not reported in the loaded dataset | 2023 |
| Dean Dorton Allen Ford, Pllc | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $5,703 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bellarmine University
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Wealthmd Corporation — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Dean Dorton Allen Ford, Pllc — Schedule C compensation
- Tiaa — Schedule C compensation