Dallas Theological Seminary Pension Plan — Form 5500 plan (Dallas Theological Seminary)
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, Dallas Theological Seminary Pension Plan is a benefit plan reported by Dallas Theological Seminary under EIN 75-0827421 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $35,063,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dallas Theological Seminary
- EIN
- 75-0827421
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $35,063,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20250228100937NAL0000438771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,063,734
- Total liabilities (EOY)
- $30,784
- Net assets (EOY)
- $35,032,950
- Net assets (BOY)
- $33,946,369
Income & contributions
- Employer contributions
- $2,037,996
- Total contributions
- $2,037,996
- Total income / additions
- $4,258,915
Expenses & distributions
- Benefits paid
- $2,835,545
- Administrative expenses
- $336,789
- Total expenses
- $3,172,334
- Net increase / (decrease)
- $1,086,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | ACTUARY, CONTRACT ADMIN | $187,752 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | INVESTMENT MANAGEMENT | $32,248 | not reported in the loaded dataset | 2023 |
| Capin Crouse Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |