Salve Regina University 403(B) Retirement Plan — Form 5500 plan (Salve Regina University)
Plain-English plan 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, Salve Regina University 403(B) Retirement Plan is a benefit plan reported by Salve Regina University under EIN 05-0259080 and plan number 001. The latest loaded filing year is 2023. The filing reports 901 participants and $111,437,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salve Regina University
- EIN
- 05-0259080
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, RI
- Latest filing year
- 2023
- Participants
- 901
- End-of-year plan assets
- $111,437,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 901 | H, C | 20240722140232NAL0017689376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,437,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,437,832
- Net assets (BOY)
- $100,392,776
Income & contributions
- Employer contributions
- $2,342,345
- Participant contributions
- $2,411,714
- Total contributions
- $4,921,019
- Total income / additions
- $18,859,807
Expenses & distributions
- Benefits paid
- $7,695,787
- Administrative expenses
- $117,951
- Total expenses
- $7,814,751
- Net increase / (decrease)
- $11,045,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $73,576 | $0 | 2023 |
| Global Retirement Partners, LLC | NONE | $29,375 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann Pc | NONE | $15,000 | not reported in the loaded dataset | 2023 |