form5500lookup

Form 5500 · Retirement plan · WICHITA, KS

FRIENDS UNIVERSITY

The filing calls this plan FRIENDS UNIVERSITY DC AND TDA PLAN.

FRIENDS UNIVERSITY of WICHITA, KS's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 48-0547702 · plan 001 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
845
Contracts on file
2
Contract value
$6,461,740
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $6,461,740 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC23December$575,802$0
TIAA-CREFAnnuity / GIC255December$5,885,938$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$55,141
paid directly by the plan
MARINER WEALTH ADVISORS, LLC
Recordkeeping and information management · EIN 87-1928698
$30,844
paid directly by the plan
FORVIS
Accounting and audit · EIN 44-0160260
$11,665
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$36,908,117
Paid out in benefits
$5,191,279
Participants at the start of the year
845
Participants with account balances
489

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 87-1928698
MARINER WEALTH ADVISORS, LLC
Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$11,665

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Welfare Benefit PlanInsured benefit plan · 5 Schedule A contractsRenews ~Jan 1

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