Abilene Christian University 403(B) Retirement Plan — Form 5500 plan (Abilene Christian 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, Abilene Christian University 403(B) Retirement Plan is a benefit plan reported by Abilene Christian University under EIN 75-0851900 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,658 participants and $142,722,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abilene Christian University
- EIN
- 75-0851900
- Plan number
- 002
- Plan type
- 2
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 1,658
- End-of-year plan assets
- $142,722,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,658 | H, C | 20241014163619NAL0045327424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,722,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,722,389
- Net assets (BOY)
- $123,600,569
Income & contributions
- Employer contributions
- $3,981,220
- Participant contributions
- $5,305,960
- Total contributions
- $9,601,146
- Total income / additions
- $27,352,527
Expenses & distributions
- Benefits paid
- $7,976,723
- Administrative expenses
- $253,984
- Total expenses
- $8,230,707
- Net increase / (decrease)
- $19,121,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $113,913 | $0 | 2023 |
| Flexpath Strategies, LLC | NONE | $83,936 | not reported in the loaded dataset | 2023 |
| Team Financial Strategies | NONE | $27,432 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $11,473 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research, Inc. | NONE | $5,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abilene Christian University
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Abilene, TX
- Tiaa — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation
- Team Financial Strategies — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation