2023 Form 5500 filing — Keck Medicine Of Usc 401(K) 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 20241011182939NAL0022521585001) for Keck Medicine Of Usc 401(K) Retirement Plan, reported by University Of Southern California under EIN 95-1642394 and plan number 005. It reports 4,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011182939NAL0022521585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Southern California
- EIN
- 95-1642394
- Plan number
- 005
- Location
- Los Angeles, CA
- Participants
- 4,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,196,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,196,026
- Employer contributions
- $3,000,726
- Participant contributions
- $7,036,549
- Total income / additions
- $34,150,074
- Benefits paid
- $8,594,375
- Administrative expenses
- $0
- Total expenses
- $8,639,463
- Net increase / (decrease)
- $25,510,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $26,722 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,434 | $0 |