2023 Form 5500 filing — Fielding Graduate University 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 20250415161142NAL0001555267001) for Fielding Graduate University 403(B) Plan, reported by Fielding Graduate University under EIN 95-2882724 and plan number 001. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161142NAL0001555267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fielding Graduate University
- EIN
- 95-2882724
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,649,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,649,842
- Employer contributions
- $736,597
- Participant contributions
- $957,856
- Total income / additions
- $6,252,849
- Benefits paid
- $7,666,846
- Administrative expenses
- $56,186
- Total expenses
- $7,728,001
- Net increase / (decrease)
- -$1,475,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $56,186 | $0 |