2023 Form 5500 filing — Retirement Savings Plan Iii
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 20241003113630NAL0010485377001) for Retirement Savings Plan Iii, reported by University Of Miami under EIN 59-0624458 and plan number 007. It reports 5,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$66.5MReported net assets$66,502,492
Participants5.2K5,164
Provider compensation$76.1K2 Schedule C row(s)$76,064
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003113630NAL0010485377001
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 007
- Location
- Coral Gables, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$66.5M total assets
Net assets$66.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $66,502,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,502,492
- Employer contributions
- $11,708,139
- Participant contributions
- $14,937,998
- Total income / additions
- $39,944,600
- Benefits paid
- $2,841,399
- Administrative expenses
- $75,866
- Total expenses
- $2,925,027
- Net increase / (decrease)
- $37,019,573
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Op Co LLC | RECORDKEEPER | $57,283 | $0 |
| Strategic Advisors, Inc. | NONE | $18,781 | $0 |