2023 Form 5500 filing — The University Corporation 403(B) 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 20250408132642NAL0027899424001) for The University Corporation 403(B) Plan, reported by The University Corporation under EIN 95-1992732 and plan number 002. It reports 577 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)$13.8MReported net assets$13,768,783
Participants577
Provider compensation$32.8K2 Schedule C row(s)$32,804
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250408132642NAL0027899424001
- Plan sponsor
- The University Corporation
- EIN
- 95-1992732
- Plan number
- 002
- Location
- Northridge, CA
- 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)$13.8M total assets
Net assets$13.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,768,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,768,783
- Employer contributions
- $287,170
- Participant contributions
- $553,495
- Total income / additions
- $2,267,979
- Benefits paid
- $1,856,198
- Administrative expenses
- $28,170
- Total expenses
- $1,884,368
- Net increase / (decrease)
- $383,611
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,170 | $0 |
| Ascensus | OTHER SERVICES | $0 | $4,634 |