2023 Form 5500 filing — South University 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 20240926144539NAL0001450912001) for South University Retirement Plan, reported by South University Savannah, LLC under EIN 82-1659323 and plan number 001. It reports 2,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926144539NAL0001450912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South University Savannah, LLC
- EIN
- 82-1659323
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 2,400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,896,627
- Total liabilities (EOY)
- $3,727
- Net assets (EOY)
- $25,892,900
- Employer contributions
- $885,303
- Participant contributions
- $3,239,781
- Total income / additions
- $7,937,755
- Benefits paid
- $2,067,273
- Administrative expenses
- $140,888
- Total expenses
- $2,208,161
- Net increase / (decrease)
- $5,729,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | RECORDKEEPER | $88,155 | not reported in the loaded dataset |
| The Fiduciary Group | INVESTMENT ADVISOR | $43,927 | not reported in the loaded dataset |
| Fidelity Investments | CUSTODIAN AND TRUSTEE | $8,806 | not reported in the loaded dataset |