2023 Form 5500 filing — Texas A&M Foundation Employees' Pension 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 20241209143536NAL0018662706001) for Texas A&M Foundation Employees' Pension Plan, reported by Texas A&M Foundation under EIN 74-2245072 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209143536NAL0018662706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas A&M Foundation
- EIN
- 74-2245072
- Plan number
- 001
- Location
- College Station, TX
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,377,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,377,495
- Employer contributions
- $3,030,286
- Participant contributions
- $0
- Total income / additions
- $9,697,379
- Benefits paid
- $3,028,570
- Administrative expenses
- $43,305
- Total expenses
- $3,071,875
- Net increase / (decrease)
- $6,625,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $35,061 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,244 | $0 |