Plan5500

2023 Form 5500 filing — Samford University Pension 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 20241008113752NAL0017476753001) for Samford University Pension Plan, reported by Samford University under EIN 63-0312914 and plan number 004. It reports 1,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008113752NAL0017476753001
Filing year
2023
Form type
2
Plan sponsor
Samford University
EIN
63-0312914
Plan number
004
Location
Birmingham, AL
Participants
1,441
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$180,981,030
Total liabilities (EOY)
$9,460
Net assets (EOY)
$180,971,570
Employer contributions
$4,622,567
Total income / additions
$22,735,902
Benefits paid
$20,486,558
Administrative expenses
$1,770,679
Total expenses
$22,257,237
Net increase / (decrease)
$478,665
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Usi Consulting GroupACTUARY$201,405not reported in the loaded dataset
Northern Trust CompanyTRUSTEE$135,523not reported in the loaded dataset
Prime, Buchholz & Associates, IncCONSULTING$112,931not reported in the loaded dataset
State Street Global Advisors TrustINVESTMENT MGR$57,763$812
Champlain Investment Partners LLCINVESTMENT MGR$39,719not reported in the loaded dataset
Alston & Bird LlpATTORNEY$27,534not reported in the loaded dataset
Crowe LlpAUDITOR$27,125not reported in the loaded dataset
Rhumbline AdvisorsINVESTMENT MGR$25,896not reported in the loaded dataset

Related Form 5500 pages