2023 Form 5500 filing — Saint Louis University 403(B) Annuity 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 20241011135451NAL0022880385001) for Saint Louis University 403(B) Annuity Plan, reported by Saint Louis University under EIN 43-0654872 and plan number 001. It reports 9,796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135451NAL0022880385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Louis University
- EIN
- 43-0654872
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 9,796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $909,883,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $909,883,587
- Participant contributions
- $19,004,150
- Total income / additions
- $147,630,521
- Benefits paid
- $78,865,884
- Administrative expenses
- $448,256
- Total expenses
- $79,366,688
- Net increase / (decrease)
- $68,263,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $296,520 | $0 |
| Saint Louis University | NONE | $80,577 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $39,219 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $14,438 | not reported in the loaded dataset |
| Specialty Mailing Inc. | NONE | $7,196 | not reported in the loaded dataset |
| Fidelity Inv Inst Operations Co. | NONE | $5,153 | $0 |