Westminster University Defined Contribution Retirement Plan — Form 5500 plan (Westminster 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, Westminster University Defined Contribution Retirement Plan is a benefit plan reported by Westminster University under EIN 87-0212470 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $85,093,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster University
- EIN
- 87-0212470
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 967
- End-of-year plan assets
- $85,093,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 967 | H, C | 20240930085431NAL0002516611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,093,544
- Net assets (EOY)
- $85,093,544
- Net assets (BOY)
- $79,368,833
Income & contributions
- Employer contributions
- $1,047,635
- Participant contributions
- $1,537,973
- Total contributions
- $2,827,898
- Total income / additions
- $14,360,133
Expenses & distributions
- Benefits paid
- $8,524,785
- Administrative expenses
- $110,637
- Total expenses
- $8,635,422
- Net increase / (decrease)
- $5,724,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $55,200 | $0 | 2023 |
| Variable Annuity Life Insurance Co | RECORDKEEPING | $28,593 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $26,843 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westminster University
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Transamerica Retirement Solutions — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation
- Tiaa — Schedule C compensation