2023 Form 5500 filing — University Of St. Thomas 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 20240930103057NAL0002554579002) for University Of St. Thomas Retirement Plan, reported by University Of St. Thomas under EIN 41-0693970 and plan number 001. It reports 4,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930103057NAL0002554579002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of St. Thomas
- EIN
- 41-0693970
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 4,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $422,487,100
- Net assets (EOY)
- $422,487,100
- Employer contributions
- $10,573,324
- Participant contributions
- $9,918,764
- Total income / additions
- $87,243,881
- Benefits paid
- $22,002,823
- Administrative expenses
- $778,815
- Total expenses
- $22,866,915
- Net increase / (decrease)
- $64,376,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $216,386 | $0 |
| Fidelity Investments | RECORDKEEPER | $2,822 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $465 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Tiaa | RECORDKEEPER | $0 | $0 |