University Athletic Association 403b Plan — Form 5500 plan (University Athletic Association Inc.)
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 Athletic Association 403b Plan is a benefit plan reported by University Athletic Association Inc. under EIN 59-6002050 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $7,163,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Athletic Association Inc.
- EIN
- 59-6002050
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $7,163,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20240529145220NAL0012215761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,163,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,163,014
- Net assets (BOY)
- $4,829,507
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,235,510
- Total contributions
- $1,688,214
- Total income / additions
- $2,645,675
Expenses & distributions
- Benefits paid
- $308,009
- Administrative expenses
- $4,159
- Total expenses
- $312,168
- Net increase / (decrease)
- $2,333,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,160 | $0 | 2023 |