University Of Massachusetts Global Defined Contribution Retirement Plan — Form 5500 plan (University Of Massachusetts Global)

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, University Of Massachusetts Global Defined Contribution Retirement Plan is a benefit plan reported by University Of Massachusetts Global under EIN 26-0152908 and plan number 002. The latest loaded filing year is 2023. The filing reports 741 participants and $22,537,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Massachusetts Global
EIN
26-0152908
Plan number
002
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
741
End-of-year plan assets
$22,537,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023741H, C20240821111423NAL0003865233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,537,682
Total liabilities (EOY)
$0
Net assets (EOY)
$22,537,682
Net assets (BOY)
$24,042,819

Income & contributions

Total contributions
$0
Total income / additions
$3,153,553

Expenses & distributions

Benefits paid
$4,626,994
Administrative expenses
$23,798
Total expenses
$4,658,690
Net increase / (decrease)
-$1,505,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$23,798$02023

Related Form 5500 pages