2023 Form 5500 filing — Georgetown 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 20241015145707NAL0014896323001) for Georgetown University Retirement Plan, reported by Georgetown University under EIN 53-0196603 and plan number 210. It reports 3,630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145707NAL0014896323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georgetown University
- EIN
- 53-0196603
- Plan number
- 210
- Location
- Washington, DC
- Participants
- 3,630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,911,359
- Total liabilities (EOY)
- $235,554
- Net assets (EOY)
- $183,675,805
- Total income / additions
- $17,651,118
- Benefits paid
- $11,027,906
- Administrative expenses
- $1,572,981
- Total expenses
- $12,600,887
- Net increase / (decrease)
- $5,050,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $836,592 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $87,500 | not reported in the loaded dataset |
| Cohnreznick | NONE | $84,250 | not reported in the loaded dataset |
| K&L Gates Llp | NONE | $67,913 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $33,658 | not reported in the loaded dataset |