2023 Form 5500 filing — Southern Methodist University 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 20241014163209NAL0027866865006) for Southern Methodist University Retirement Plan, reported by Southern Methodist University under EIN 75-0800689 and plan number 002. It reports 4,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163209NAL0027866865006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Methodist University
- EIN
- 75-0800689
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 4,875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,042,159,579
- Net assets (EOY)
- $1,042,159,579
- Employer contributions
- $31,464,138
- Participant contributions
- $14,336,744
- Total income / additions
- $198,963,058
- Benefits paid
- $88,064,383
- Administrative expenses
- $499,945
- Total expenses
- $88,957,004
- Net increase / (decrease)
- $110,006,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $445,469 | $0 |
| The Gardner Group | PARTICIPANT BROKERAGE | $21,841 | not reported in the loaded dataset |
| Beaird Harris | PARTICIPANT BROKERAGE | $12,231 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKER | $4,106 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |