2023 Form 5500 filing — Oak Ridge Associated Universities 403(B) 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 20241014151953NAL0026545697001) for Oak Ridge Associated Universities 403(B) Retirement Plan, reported by Oak Ridge Associated Universities under EIN 62-0476816 and plan number 001. It reports 2,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151953NAL0026545697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Ridge Associated Universities
- EIN
- 62-0476816
- Plan number
- 001
- Location
- Oak Ridge, TN
- Participants
- 2,108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,876,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,876,857
- Employer contributions
- $5,585,600
- Participant contributions
- $6,551,385
- Total income / additions
- $50,545,253
- Benefits paid
- $13,987,009
- Administrative expenses
- $67,788
- Total expenses
- $14,054,797
- Net increase / (decrease)
- $36,490,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORD KEEPER | $57,039 | $0 |
| Pensionmark Financial Group, LLC | NONE | $18,534 | not reported in the loaded dataset |