University Of Miami Retirement Savings Plan Ii — 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, University Of Miami Retirement Savings Plan Ii is a benefit plan reported by University Of Miami under EIN 59-0624458 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,625 participants and $173,589,096 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
006
Plan type
2
Location
Coral Gables, FL
Latest filing year
2023
Participants
2,625
End-of-year plan assets
$173,589,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,625H, C20241003114455NAL0004841059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,589,096
Total liabilities (EOY)
$0
Net assets (EOY)
$173,589,096
Net assets (BOY)
$145,658,259

Income & contributions

Employer contributions
$7,509,400
Participant contributions
$7,482,435
Total contributions
$14,999,583
Total income / additions
$38,833,659

Expenses & distributions

Benefits paid
$10,691,686
Administrative expenses
$129,688
Total expenses
$10,902,822
Net increase / (decrease)
$27,930,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$70,884$02023
Strategic Advisors, Inc.NONE$59,030not reported in the loaded dataset2023

Related Form 5500 pages