Brigham Young University Tax-Deferred Annuity Plan — Form 5500 plan (Brigham Young University - Utah)
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, Brigham Young University Tax-Deferred Annuity Plan is a benefit plan reported by Brigham Young University - Utah under EIN 87-0217280 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,058 participants and $190,770,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brigham Young University - Utah
- EIN
- 87-0217280
- Plan number
- 002
- Plan type
- 2
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 8,058
- End-of-year plan assets
- $190,770,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,058 | H | 20240911145154NAL0008669537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $190,770,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,770,327
- Net assets (BOY)
- $182,484,855
Income & contributions
- Participant contributions
- $895,703
- Total contributions
- $2,336,075
- Total income / additions
- $25,760,540
Expenses & distributions
- Benefits paid
- $17,475,068
- Administrative expenses
- $0
- Total expenses
- $17,475,068
- Net increase / (decrease)
- $8,285,472
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.