2023 Form 5500 filing — University Of St. Thomas 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 20250203124157NAL0011470352001) for University Of St. Thomas 403(B) Retirement Plan, reported by University Of St. Thomas under EIN 74-1277664 and plan number 001. It reports 1,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203124157NAL0011470352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of St. Thomas
- EIN
- 74-1277664
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,302,258
- Net assets (EOY)
- $64,302,258
- Employer contributions
- $1,270,543
- Participant contributions
- $2,067,401
- Total income / additions
- $12,451,833
- Benefits paid
- $5,360,384
- Administrative expenses
- $261,055
- Total expenses
- $5,627,372
- Net increase / (decrease)
- $6,824,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co. | NONE | $161,513 | $0 |
| Bks Financial Investments, LLC | NONE | $97,804 | not reported in the loaded dataset |
| Variable Annuity Life Insurance Co | NONE | $1,738 | $0 |