2023 Form 5500 filing — Regis University Defined Contribution 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 20241002120943NAL0004775571001) for Regis University Defined Contribution Plan, reported by Regis University under EIN 84-0402707 and plan number 001. It reports 1,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002120943NAL0004775571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regis University
- EIN
- 84-0402707
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 1,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,723,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,723,300
- Employer contributions
- $5,538,560
- Participant contributions
- $3,109,700
- Total income / additions
- $29,720,893
- Benefits paid
- $12,652,754
- Administrative expenses
- $230,651
- Total expenses
- $12,951,192
- Net increase / (decrease)
- $16,769,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $179,751 | $0 |
| Advised Asset Group | INVESTMENT MANAGEMENT | $50,499 | not reported in the loaded dataset |
| Gwfs Equities | INVESTMENT MANAGEMENT | $400 | not reported in the loaded dataset |