Plan5500

Marquette University Retirement Plan — Form 5500 plan (Marquette 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, Marquette University Retirement Plan is a benefit plan reported by Marquette University under EIN 39-0806251 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,338 participants and $864,665,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marquette University
EIN
39-0806251
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
5,338
End-of-year plan assets
$864,665,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,338H, C20241015123256NAL0016394883004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$864,665,552
Net assets (EOY)
$864,665,552
Net assets (BOY)
$779,065,670

Income & contributions

Employer contributions
$11,792,041
Participant contributions
$14,647,822
Total contributions
$28,182,645
Total income / additions
$138,729,535

Expenses & distributions

Benefits paid
$52,812,318
Administrative expenses
$284,207
Total expenses
$53,129,714
Net increase / (decrease)
$85,599,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Cref Teacher Advisors, Inc.TRUSTEE$209,949$02023
Francis Investment CounselCONSULTANT$43,069not reported in the loaded dataset2023
Francis LLCCONSULTANT$36,789not reported in the loaded dataset2023

Related Form 5500 pages