University Of St. Thomas 403(B) Retirement Plan — Form 5500 plan (University Of St. Thomas)
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 Of St. Thomas 403(B) Retirement Plan is a benefit plan reported by University Of St. Thomas under EIN 74-1277664 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,111 participants and $64,302,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of St. Thomas
- EIN
- 74-1277664
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,111
- End-of-year plan assets
- $64,302,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,111 | H, C | 20250203124157NAL0011470352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,302,258
- Net assets (EOY)
- $64,302,258
- Net assets (BOY)
- $57,477,797
Income & contributions
- Employer contributions
- $1,270,543
- Participant contributions
- $2,067,401
- Total contributions
- $3,420,262
- Total income / additions
- $12,451,833
Expenses & distributions
- Benefits paid
- $5,360,384
- Administrative expenses
- $261,055
- Total expenses
- $5,627,372
- Net increase / (decrease)
- $6,824,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Co. | NONE | $161,513 | $0 | 2023 |
| Bks Financial Investments, LLC | NONE | $97,804 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co | NONE | $1,738 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of St. Thomas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Valic Retirement Services Co. — Schedule C compensation
- Bks Financial Investments, LLC — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation