Back to filter
Original filing (PDF)20251010092212NAL0012721072001
DOANE UNIVERSITY
Form 5500
FILING_RECEIVED
DOANE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding7 service providers
Active participants
347
Accounts w/ balance
503
Plan assets (EOY)
$43.7M
Net assets (EOY)
$43.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOANE UNIVERSITY.
Plan sponsor
Name
DOANE UNIVERSITY
EIN
47-0377991
Address
1014 BOSWELL AVE · CRETE, NE · 68333
Phone
(402) 826-2161
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS | 61-1740806 | — | INVESTMENT ADVISOR | $38K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | MINNEAPOLIS, MN | AUDITOR | $14K | — |
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
Investments
1 pooled fund· $574K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $574K | 1.3% |
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Educational Services plans
THE NEW YORK ACADEMY OF MEDICINE
THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN
$43.6M · 59 participants
SANTA CATALINA SCHOOL
SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN
$43.7M · 138 participants
LAKE FOREST ACADEMY
LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN
$43.8M · 164 participants
TIEGERMAN SCHOOL
TIEGERMAN SCHOOL 403(B) RETIREMENT PLAN
$43.5M · 564 participants
CAPITAL INVESTMENTS & VENTURES CORP
PADI SAVINGS AND INVESTMENT PLAN
$43.8M · 182 participants
PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO
PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO PENSION PLAN
$43.5M · 209 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants