Trevecca Nazarene University Defined Contribution Retirement Plan — Form 5500 plan (Trevecca Nazarene 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, Trevecca Nazarene University Defined Contribution Retirement Plan is a benefit plan reported by Trevecca Nazarene University under EIN 62-0497990 and plan number 001. The latest loaded filing year is 2023. The filing reports 734 participants and $49,802,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trevecca Nazarene University
- EIN
- 62-0497990
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 734
- End-of-year plan assets
- $49,802,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 734 | H, C | 20250415103239NAL0001380531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,802,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,802,205
- Net assets (BOY)
- $44,935,952
Income & contributions
- Employer contributions
- $546,702
- Participant contributions
- $1,398,396
- Total contributions
- $2,039,506
- Total income / additions
- $8,024,542
Expenses & distributions
- Benefits paid
- $2,938,960
- Administrative expenses
- $219,329
- Total expenses
- $3,158,289
- Net increase / (decrease)
- $4,866,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | ADVISOR | $102,541 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance & Annuity | RECORDKEEPER | $50,388 | $0 | 2023 |
| Trg Fiduciary Services, LLC | NONE | $37,305 | not reported in the loaded dataset | 2023 |
| Trg Advisors, Inc. | TPA | $29,764 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trevecca Nazarene University
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Millennium Advisory Services, Inc — Schedule C compensation
- Tiaa - Teachers Insurance & Annuity — Schedule C compensation
- Trg Fiduciary Services, LLC — Schedule C compensation
- Trg Advisors, Inc. — Schedule C compensation