Trinity University Retirement Healtchare Savings Program — Form 5500 plan (Trinity 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, Trinity University Retirement Healtchare Savings Program is a benefit plan reported by Trinity University under EIN 74-1109633 and plan number 506. The latest loaded filing year is 2023. The filing reports 752 participants and $3,019,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity University
- EIN
- 74-1109633
- Plan number
- 506
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $3,019,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20241015083756NAL0014257123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,019,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,019,689
- Net assets (BOY)
- $2,742,538
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $73,294
- Total contributions
- $73,294
- Total income / additions
- $455,427
Expenses & distributions
- Benefits paid
- $145,203
- Administrative expenses
- $33,073
- Total expenses
- $178,276
- Net increase / (decrease)
- $277,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $33,073 | not reported in the loaded dataset | 2023 |