2023 Form 5500 filing — Universities Space Research Association 403(B) 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 20241015163544NAL0016889283001) for Universities Space Research Association 403(B) Retirement Plan, reported by Universities Space Research Association under EIN 52-0892064 and plan number 001. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$125.7MReported net assets$125,693,472
Participants1.1K1,104
Provider compensation$16.2K3 Schedule C row(s)$16,248
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015163544NAL0016889283001
- Plan sponsor
- Universities Space Research Association
- EIN
- 52-0892064
- Plan number
- 001
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$125.7M total assets
Net assets$125.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $125,693,472
- Net assets (EOY)
- $125,693,472
- Total income / additions
- $17,542,426
- Benefits paid
- $7,724,954
- Administrative expenses
- $16,247
- Total expenses
- $7,741,201
- Net increase / (decrease)
- $9,801,225
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $9,797 | $0 |
| Grp Financial LLC | INVESTMENT ADVISOR | $6,451 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |