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, Associated Universities Inc. Retirement Plan is a benefit plan reported by Associated Universities Inc. under EIN 11-1630900 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,291 participants and $193,232,355 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,232,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,232,355
- Net assets (BOY)
- $173,399,152
Income & contributions
- Employer contributions
- $5,446,549
- Total contributions
- $5,524,996
- Total income / additions
- $32,412,223
Expenses & distributions
- Benefits paid
- $12,529,020
- Administrative expenses
- $50,000
- Total expenses
- $12,579,020
- Net increase / (decrease)
- $19,833,203