Original filing (PDF)20250415094237NAL0003187025001

OHIO WESLEYAN UNIVERSITY

Name: OHIO WESLEYAN UNIVERSITY — OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN, Form 5500 (2023)
Creator: OHIO WESLEYAN UNIVERSITY

Form 5500-SF

FILING_RECEIVED

OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO WESLEYAN UNIVERSITY.

Plan sponsor

Name

OHIO WESLEYAN UNIVERSITY

EIN

31-4379585

Address

61 S. SANDUSKY STREET · DELAWARE, OH · 43015

Phone

(740) 368-3394

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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