Carlos Albizu University 403(B) Dc Plan — Form 5500 plan (Carlos Albizu University)
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, Carlos Albizu University 403(B) Dc Plan is a benefit plan reported by Carlos Albizu University under EIN 66-0234412 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $10,167,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlos Albizu University
- EIN
- 66-0234412
- Plan number
- 002
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $10,167,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241015142455NAL0014832835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,167,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,167,556
- Net assets (BOY)
- $8,816,136
Income & contributions
- Employer contributions
- $216,826
- Participant contributions
- $254,829
- Total contributions
- $471,655
- Total income / additions
- $1,891,815
Expenses & distributions
- Benefits paid
- $540,370
- Administrative expenses
- $25
- Total expenses
- $540,395
- Net increase / (decrease)
- $1,351,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $25 | $0 | 2023 |