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Original filing (PDF)20250324102041NAL0006852067001
BETHUNE-COOKMAN UNIVERSITY
Form 5500
FILING_RECEIVED
BETHUNE-COOKMAN UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 4.3 mo
Active participants
830
Accounts w/ balance
587
Plan assets (EOY)
$45.5M
Net assets (EOY)
$45.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
83
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETHUNE-COOKMAN UNIVERSITY.
Plan sponsor
Name
BETHUNE-COOKMAN UNIVERSITY
EIN
59-0704726
Address
640 DR MARY MCLEOD BETHUNE BLVD · DAYTONA BEACH, FL · 32114
Phone
(386) 481-2086
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
MSL, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $21K | — |
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | 41-0451140 | — | SERVICE PROVIDER | $120 | — |
Investments
1 pooled fund· $170K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE CO SEP ACC RELIASTAR LIFE INSURANCE COMPANY · EIN 41-0451140 / PN 000 | Pooled Separate Account | $170K | 0.4% |