The University Of Tampa Defined Contribution Retirement Plan — Form 5500 plan (The University Of Tampa)

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, The University Of Tampa Defined Contribution Retirement Plan is a benefit plan reported by The University Of Tampa under EIN 59-0624459 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,759 participants and $203,602,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The University Of Tampa
EIN
59-0624459
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
1,759
End-of-year plan assets
$203,602,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,759H, C20241009085436NAL0030777536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$203,602,212
Total liabilities (EOY)
$0
Net assets (EOY)
$203,602,212
Net assets (BOY)
$177,529,072

Income & contributions

Employer contributions
$5,118,654
Participant contributions
$5,929,814
Total contributions
$11,784,447
Total income / additions
$36,134,539

Expenses & distributions

Benefits paid
$9,939,336
Administrative expenses
$121,823
Total expenses
$10,061,399
Net increase / (decrease)
$26,073,140

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$74,915$02023
Segal Advisors, IncNONE$38,625not reported in the loaded dataset2023

Related Form 5500 pages