Birmingham-Southern College Defined Contribution And Tax Deferred Annuity Plan — Form 5500 plan (Birmingham-Southern College)
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, Birmingham-Southern College Defined Contribution And Tax Deferred Annuity Plan is a benefit plan reported by Birmingham-Southern College under EIN 63-0288811 and plan number 001. The latest loaded filing year is 2023. The filing reports 942 participants and $84,866,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birmingham-Southern College
- EIN
- 63-0288811
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 942
- End-of-year plan assets
- $84,866,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 942 | H, C | 20240918102235NAL0008818466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,866,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,866,155
- Net assets (BOY)
- $86,964,874
Income & contributions
- Employer contributions
- $651,190
- Participant contributions
- $742,506
- Total contributions
- $1,582,067
- Total income / additions
- $11,307,757
Expenses & distributions
- Benefits paid
- $13,277,817
- Administrative expenses
- $128,659
- Total expenses
- $13,406,476
- Net increase / (decrease)
- -$2,098,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $55,279 | $0 | 2023 |
| Bdo Usa, Llp | NONE | $47,400 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $25,980 | not reported in the loaded dataset | 2023 |