Plan5500

Loyola University Supplemental Retirement Plan — Form 5500 plan (Loyola University New Orleans)

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, Loyola University Supplemental Retirement Plan is a benefit plan reported by Loyola University New Orleans under EIN 72-0408946 and plan number 004. The latest loaded filing year is 2023. The filing reports 604 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loyola University New Orleans
EIN
72-0408946
Plan number
004
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
604
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H, C20240916131111NAL0002126112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$69,255,401

Income & contributions

Participant contributions
$898,448
Total contributions
$1,314,525
Total income / additions
$4,620,823

Expenses & distributions

Benefits paid
$5,467,765
Administrative expenses
$54,771
Total expenses
$5,525,536
Net increase / (decrease)
-$904,713

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$27,143$02023
Cbiz Investment Adv. Services LLCNONE$18,374not reported in the loaded dataset2023
Wegmann Dazet, ApcNONE$9,254not reported in the loaded dataset2023

Related Form 5500 pages