2023 Form 5500 filing — Associated Universities Inc. 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 20241015141729NAL0056610290001) for Associated Universities Inc. Retirement Plan, reported by Associated Universities Inc. under EIN 11-1630900 and plan number 001. It reports 1,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141729NAL0056610290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Universities Inc.
- EIN
- 11-1630900
- Plan number
- 001
- Location
- Vienna, VA
- Participants
- 1,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,232,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,232,355
- Employer contributions
- $5,446,549
- Total income / additions
- $32,412,223
- Benefits paid
- $12,529,020
- Administrative expenses
- $50,000
- Total expenses
- $12,579,020
- Net increase / (decrease)
- $19,833,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments | NONE | $55,000 | not reported in the loaded dataset |
| Cbiz Mhm, LLC | NONE | $5,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | -$10,250 | $0 |