2023 Form 5500 filing — The University Of Phoenix, Inc. Savings And Investment 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 20241003131749NAL0019693394001) for The University Of Phoenix, Inc. Savings And Investment Plan, reported by The University Of Phoenix, Inc. under EIN 94-2473210 and plan number 001. It reports 10,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003131749NAL0019693394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The University Of Phoenix, Inc.
- EIN
- 94-2473210
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 10,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $534,247,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $534,247,186
- Employer contributions
- $5,561,071
- Participant contributions
- $23,194,038
- Total income / additions
- $96,879,058
- Benefits paid
- $41,724,561
- Administrative expenses
- $452,479
- Total expenses
- $42,218,811
- Net increase / (decrease)
- $54,660,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $398,333 | $0 |
| Alliant Insurance Services Inc | NONE | $90,000 | not reported in the loaded dataset |
| Cbiz Mhm, LLC | NONE | $24,150 | not reported in the loaded dataset |