2023 Form 5500 filing — The Association Of Universities For Research In Astronomy, Inc. 403(B) 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 20241014200921NAL0013813219001) for The Association Of Universities For Research In Astronomy, Inc. 403(B) Savings Plan, reported by Association Of Universities For Research In Astronomy, Inc. under EIN 86-0138043 and plan number 006. It reports 1,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014200921NAL0013813219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Association Of Universities For Research In Astronomy, Inc.
- EIN
- 86-0138043
- Plan number
- 006
- Location
- Washington, DC
- Participants
- 1,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,356,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $273,356,916
- Participant contributions
- $12,380,816
- Total income / additions
- $57,404,049
- Benefits paid
- $21,100,818
- Administrative expenses
- $216,739
- Total expenses
- $21,317,557
- Net increase / (decrease)
- $36,086,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $56,619 | $0 |
| Multnomah Group | ADVISOR | $24,998 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | OTHER SERVICE | $22,320 | not reported in the loaded dataset |
| Tiaa-Cref | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset |