Plan5500

Eduserve/Csusa Retirement Plan — Form 5500 plan (Eduserve, Inc.)

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, Eduserve/Csusa Retirement Plan is a benefit plan reported by Eduserve, Inc. under EIN 83-4481053 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,662 participants and $67,130,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eduserve, Inc.
EIN
83-4481053
Plan number
001
Plan type
2
Location
Ft Lauderdale, FL
Latest filing year
2023
Participants
7,662
End-of-year plan assets
$67,130,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,662H, C20250501125908NAL0004842432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,130,316
Total liabilities (EOY)
$0
Net assets (EOY)
$67,130,316
Net assets (BOY)
$50,933,961

Income & contributions

Employer contributions
$1,961,522
Participant contributions
$11,057,220
Total contributions
$13,461,456
Total income / additions
$21,782,985

Expenses & distributions

Benefits paid
$5,132,019
Administrative expenses
$383,761
Total expenses
$5,586,630
Net increase / (decrease)
$16,196,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCRECORDKEEPER$191,918not reported in the loaded dataset2023
Fiduciary Consulting GroupPLAN ADMINISTRATOR$109,914not reported in the loaded dataset2023
Ubs Financial ServicesINVESTMENT ADVISOR$81,929not reported in the loaded dataset2023

Related Form 5500 pages