2023 Form 5500 filing — National University Retirement Savings 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 20241013223427NAL0026338353001) for National University Retirement Savings Plan, reported by National University under EIN 23-7172306 and plan number 002. It reports 4,827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013223427NAL0026338353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National University
- EIN
- 23-7172306
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 4,827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,902,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $273,902,849
- Employer contributions
- $10,242,376
- Participant contributions
- $15,328,472
- Total income / additions
- $66,941,088
- Benefits paid
- $15,087,934
- Administrative expenses
- $234,515
- Total expenses
- $15,335,240
- Net increase / (decrease)
- $51,605,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $195,305 | $0 |
| Multnomah Group, Inc | NONE | $38,835 | not reported in the loaded dataset |
| Lincoln National Corporation | NONE | $375 | $0 |