Retirement Savings Plan Iii — 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, Retirement Savings Plan Iii is a benefit plan reported by University Of Miami under EIN 59-0624458 and plan number 007. The latest loaded filing year is 2023. The filing reports 5,164 participants and $66,502,492 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.5MPlan net assets, end of year$66,502,492
Participants5.2KCovered participants reported5,164
Assets / participant$12.9KComputed: assets ÷ participants$12,878 (computed)
Provider compensation$76.1K2 Schedule C provider row(s)$76,064
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 007
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,164 | H, C | 20241003113630NAL0010485377001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$66.5M total assets
Net assets$66.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,502,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,502,492
- Net assets (BOY)
- $29,483,969
Income & contributions
- Employer contributions
- $11,708,139
- Participant contributions
- $14,937,998
- Total contributions
- $32,433,629
- Total income / additions
- $39,944,600
Expenses & distributions
- Benefits paid
- $2,841,399
- Administrative expenses
- $75,866
- Total expenses
- $2,925,027
- Net increase / (decrease)
- $37,019,573
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Op Co LLC | RECORDKEEPER | $57,283 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $18,781 | $0 | 2023 |