Letourneau University 403(B) Annuity Plan — Form 5500 plan (Letourneau 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, Letourneau University 403(B) Annuity Plan is a benefit plan reported by Letourneau University under EIN 75-1081109 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $54,246,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Letourneau University
- EIN
- 75-1081109
- Plan number
- 001
- Plan type
- 2
- Location
- Longview, TX
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $54,246,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20241015101835NAL0014387731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,246,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,246,386
- Net assets (BOY)
- $47,606,704
Income & contributions
- Employer contributions
- $1,177,988
- Participant contributions
- $1,408,856
- Total contributions
- $2,587,114
- Total income / additions
- $9,735,251
Expenses & distributions
- Benefits paid
- $2,999,955
- Administrative expenses
- $92,124
- Total expenses
- $3,095,569
- Net increase / (decrease)
- $6,639,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $38,276 | $0 | 2023 |
| Planpilot, LLC | ADVISOR | $36,228 | not reported in the loaded dataset | 2023 |
| Forvis | AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $2,720 | not reported in the loaded dataset | 2023 |