Michigan Virtual University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michigan Virtual University
  • Sponsor EIN: 383414105
  • Sponsor Address: 920 MUNICIPAL WAY, LANSING, MI, 489176872
  • Plan Type: 403(b)
  • Total Participants: 359
  • Total Assets: $24.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024359$24.0M$723,060$856,505
2023376$20.9M$626,213$817,878
202269$17.1M$932,278$798,275

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
PRINCIPAL LIFE INSURANCE COMPANYCONTRACT ADMINISTRATOR$53,966$53,966
MMA SECURITIES LLCINVESTMENT ADVISORY$33,558$33,558
NATIONAL BENEFIT SERVICES LLCCONTRACT ADMINISTRATOR$2,849$8,456$11,305
MANER COSTERISANAuditor$0

Verified Provider Profiles

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Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $98,829
  • Estimated Expense Ratio: 0.411% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$56,815
2023$42,643
2022$33,127

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