Georgetown University Defined Contribution 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 Defined Contribution Retirement Plan is a benefit plan reported by Georgetown University under EIN 53-0196603 and plan number 211. The latest loaded filing year is 2023. The filing reports 13,136 participants and $2,233,326,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgetown University
- EIN
- 53-0196603
- Plan number
- 211
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 13,136
- End-of-year plan assets
- $2,233,326,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,136 | H, C | 20241011085253NAL0022444497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,233,326,595
- Total liabilities (EOY)
- $272,155
- Net assets (EOY)
- $2,233,054,440
- Net assets (BOY)
- $1,973,459,507
Income & contributions
- Employer contributions
- $48,968,707
- Participant contributions
- $14,897,375
- Total contributions
- $63,866,082
- Total income / additions
- $385,316,832
Expenses & distributions
- Benefits paid
- $125,599,272
- Administrative expenses
- $122,627
- Total expenses
- $125,721,899
- Net increase / (decrease)
- $259,594,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $91,429 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $30,820 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $267 | $0 | 2023 |
| Fidelity Inv Inst Ops Co. LLC | RECORDKEEPER | $0 | $0 | 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
- Capfinancial Partners, LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Tiaa — Schedule C compensation
- Fidelity Inv Inst Ops Co. LLC — Schedule C compensation