2023 Form 5500 filing — Loyola Marymount University Defined Contribution 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 20241004142351NAL0011517393001) for Loyola Marymount University Defined Contribution Retirement Plan, reported by Loyola Marymount University under EIN 95-1643334 and plan number 001. It reports 3,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142351NAL0011517393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loyola Marymount University
- EIN
- 95-1643334
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 3,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $471,519,214
- Net assets (EOY)
- $471,519,214
- Employer contributions
- $16,697,993
- Participant contributions
- $17,661,731
- Total income / additions
- $105,046,528
- Benefits paid
- $37,799,389
- Administrative expenses
- $342,293
- Total expenses
- $38,141,682
- Net increase / (decrease)
- $66,904,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $334,925 | $0 |
| Crowell Weedon & Co | ADVISOR | $5,667 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $1,299 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |