Defined Contribution Retirement Plan For Faculty Of The University Of Miami — Form 5500 plan (University Of Miami)
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, Defined Contribution Retirement Plan For Faculty Of The University Of Miami is a benefit plan reported by University Of Miami under EIN 59-0624458 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,670 participants and $1,145,895,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 003
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
- Participants
- 2,670
- End-of-year plan assets
- $1,145,895,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,670 | H, C | 20241003113539NAL0019516594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,145,895,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,145,895,297
- Net assets (BOY)
- $1,047,881,835
Income & contributions
- Employer contributions
- $18,474,945
- Total contributions
- $22,281,578
- Total income / additions
- $170,954,668
Expenses & distributions
- Benefits paid
- $72,393,996
- Administrative expenses
- $547,210
- Total expenses
- $72,941,206
- Net increase / (decrease)
- $98,013,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Ops Co | RECORDKEEPER | $255,657 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $207,172 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $54,044 | not reported in the loaded dataset | 2023 |
| Valic | RECORDKEEPER | $33,425 | $0 | 2023 |
| Brighthouse Life Insurance Company | RECORDKEEPER | $76 | $0 | 2023 |
| Fascore, LLC | RECORDKEEPER | $54 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Miami
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Gables, FL
- Fidelity Investments Inst Ops Co — Schedule C compensation
- Tiaa — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Valic — Schedule C compensation
- Brighthouse Life Insurance Company — Schedule C compensation
- Fascore, LLC — Schedule C compensation