Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan — Form 5500 plan (Associated Universities Inc.)

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, Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan is a benefit plan reported by Associated Universities Inc. under EIN 11-1630900 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,147 participants and $163,269,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Universities Inc.
EIN
11-1630900
Plan number
002
Plan type
2
Location
Vienna, VA
Latest filing year
2023
Participants
1,147
End-of-year plan assets
$163,269,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,147H, C20241015145251NAL0016677443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,269,248
Total liabilities (EOY)
$0
Net assets (EOY)
$163,269,248
Net assets (BOY)
$148,898,965

Income & contributions

Participant contributions
$3,715,745
Total contributions
$5,509,197
Total income / additions
$31,666,887

Expenses & distributions

Benefits paid
$17,290,167
Administrative expenses
$0
Total expenses
$17,296,604
Net increase / (decrease)
$14,370,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer InvestmentsNONE$13,750not reported in the loaded dataset2023
Cbiz Mhm, LLCNONE$5,250not reported in the loaded dataset2023
TiaaNONE$500$02023
FidelityNONE-$20,527$02023

Related Form 5500 pages