Freed-Hardeman University 403(B) Retirement Plan — Form 5500 plan (Freed-Hardeman 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, Freed-Hardeman University 403(B) Retirement Plan is a benefit plan reported by Freed-Hardeman University under EIN 62-0518288 and plan number 004. The latest loaded filing year is 2023. The filing reports 330 participants and $45,700,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freed-Hardeman University
- EIN
- 62-0518288
- Plan number
- 004
- Plan type
- 2
- Location
- Henderson, TN
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $45,700,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20250310161522NAL0027414976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,700,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,700,774
- Net assets (BOY)
- $41,009,284
Income & contributions
- Employer contributions
- $433,645
- Participant contributions
- $1,057,935
- Total contributions
- $1,921,796
- Total income / additions
- $8,644,223
Expenses & distributions
- Benefits paid
- $3,798,845
- Administrative expenses
- $153,888
- Total expenses
- $3,952,733
- Net increase / (decrease)
- $4,691,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar | INVESTMENT ADVISORY | $0 | $4,881 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $19 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |