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 Tulsa Defined Contribution Retirement Plan is a benefit plan reported by The University Of Tulsa under EIN 73-0579298 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,057 participants and $403,458,221 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $403,458,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $403,458,221
- Net assets (BOY)
- $368,011,522
Income & contributions
- Employer contributions
- $2,570,028
- Participant contributions
- $4,841,015
- Total contributions
- $7,825,932
- Total income / additions
- $61,144,014
Expenses & distributions
- Benefits paid
- $25,652,065
- Administrative expenses
- $45,250
- Total expenses
- $25,697,315
- Net increase / (decrease)
- $35,446,699