2023 Form 5500 filing — Emeriti Retirement Health Plan For University Of San Francisco
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 20241004154440NAL0019891328001) for Emeriti Retirement Health Plan For University Of San Francisco, reported by University Of San Francisco under EIN 94-1156628 and plan number 515. It reports 1,209 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)$9.4MReported net assets$9,393,701
Participants1.2K1,209
Provider compensation$61.3K1 Schedule C row(s)$61,260
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004154440NAL0019891328001
- Plan sponsor
- University Of San Francisco
- EIN
- 94-1156628
- Plan number
- 515
- Location
- San Francisco, CA
- 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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,393,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,393,701
- Employer contributions
- $433,202
- Participant contributions
- $245,309
- Total income / additions
- $1,827,069
- Benefits paid
- $173,590
- Administrative expenses
- $61,260
- Total expenses
- $234,850
- Net increase / (decrease)
- $1,592,219
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $61,260 | not reported in the loaded dataset |