2023 Form 5500 filing — Trinity University 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729171725NAL0032624752001) for Trinity University 403(B) Retirement Plan, reported by Trinity University under EIN 74-1109633 and plan number 401. It reports 1,822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729171725NAL0032624752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity University
- EIN
- 74-1109633
- Plan number
- 401
- Location
- San Antonio, TX
- Participants
- 1,822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $340,274,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $340,274,012
- Employer contributions
- $7,735,670
- Participant contributions
- $3,817,909
- Total income / additions
- $56,828,978
- Benefits paid
- $21,797,366
- Administrative expenses
- $189,551
- Total expenses
- $21,986,917
- Net increase / (decrease)
- $34,842,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | NONE | $180,110 | $0 |
| Fidelity Investments Institutional | NONE | $9,441 | $0 |