Georgetown University Retirement Plan — Form 5500 plan (Georgetown 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, Georgetown University Retirement Plan is a benefit plan reported by Georgetown University under EIN 53-0196603 and plan number 210. The latest loaded filing year is 2023. The filing reports 3,630 participants and $183,911,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgetown University
- EIN
- 53-0196603
- Plan number
- 210
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 3,630
- End-of-year plan assets
- $183,911,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,630 | H, C | 20241015145707NAL0014896323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,911,359
- Total liabilities (EOY)
- $235,554
- Net assets (EOY)
- $183,675,805
- Net assets (BOY)
- $178,625,574
Income & contributions
- Total contributions
- $0
- Total income / additions
- $17,651,118
Expenses & distributions
- Benefits paid
- $11,027,906
- Administrative expenses
- $1,572,981
- Total expenses
- $12,600,887
- Net increase / (decrease)
- $5,050,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $836,592 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $87,500 | not reported in the loaded dataset | 2023 |
| Cohnreznick | NONE | $84,250 | not reported in the loaded dataset | 2023 |
| K&L Gates Llp | NONE | $67,913 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $33,658 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Georgetown University
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Willis Towers Watson — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Cohnreznick — Schedule C compensation
- K&L Gates Llp — Schedule C compensation
- Pension Benefit Information — Schedule C compensation