Plan5500

The George Washington University Supplemental Retirement Plan — Form 5500 plan (The George Washington 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, The George Washington University Supplemental Retirement Plan is a benefit plan reported by The George Washington University under EIN 53-0196584 and plan number 003. The latest loaded filing year is 2023. The filing reports 15,461 participants and $1,530,650,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The George Washington University
EIN
53-0196584
Plan number
003
Plan type
2
Location
Ashburn, VA
Latest filing year
2023
Participants
15,461
End-of-year plan assets
$1,530,650,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,461H, C20241004150857NAL0024004978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,530,650,403
Total liabilities (EOY)
$0
Net assets (EOY)
$1,530,650,403
Net assets (BOY)
$1,366,750,632

Income & contributions

Participant contributions
$41,229,054
Total contributions
$46,065,599
Total income / additions
$257,692,924

Expenses & distributions

Benefits paid
$93,793,153
Administrative expenses
$0
Total expenses
$93,793,153
Net increase / (decrease)
$163,899,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grant Thornton, LlpAUDITOR$26,776not reported in the loaded dataset2023
Capfinancial Partners, LLCINVESTMENT ADVISOR$21,708not reported in the loaded dataset2023
Coastal Pension ServicesCONTRACT ADMINISTRATOR$5,100not reported in the loaded dataset2023

Related Form 5500 pages