2023 Form 5500 filing — Loyola 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 20241015114648NAL0028242657001) for Loyola University Retirement Plan, reported by Loyola University New Orleans under EIN 72-0408946 and plan number 003. It reports 1,905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114648NAL0028242657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loyola University New Orleans
- EIN
- 72-0408946
- Plan number
- 003
- Location
- New Orleans, LA
- Participants
- 1,905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $270,024,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,024,566
- Employer contributions
- $867,576
- Participant contributions
- $2,340,051
- Total income / additions
- $33,143,716
- Benefits paid
- $19,838,911
- Administrative expenses
- $173,224
- Total expenses
- $20,012,135
- Net increase / (decrease)
- $13,131,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $87,391 | $0 |
| Cbiz Investment Adv. Services LLC | NONE | $50,376 | not reported in the loaded dataset |
| Wegmann Dazet & Co. | NONE | $32,457 | not reported in the loaded dataset |