Southern Methodist University Retirement Plan — Form 5500 plan (Southern Methodist 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, Southern Methodist University Retirement Plan is a benefit plan reported by Southern Methodist University under EIN 75-0800689 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,875 participants and $1,042,159,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Methodist University
- EIN
- 75-0800689
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 4,875
- End-of-year plan assets
- $1,042,159,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,875 | H, C | 20241014163209NAL0027866865006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,042,159,579
- Net assets (EOY)
- $1,042,159,579
- Net assets (BOY)
- $932,153,525
Income & contributions
- Employer contributions
- $31,464,138
- Participant contributions
- $14,336,744
- Total contributions
- $46,937,559
- Total income / additions
- $198,963,058
Expenses & distributions
- Benefits paid
- $88,064,383
- Administrative expenses
- $499,945
- Total expenses
- $88,957,004
- Net increase / (decrease)
- $110,006,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $445,469 | $0 | 2023 |
| The Gardner Group | PARTICIPANT BROKERAGE | $21,841 | not reported in the loaded dataset | 2023 |
| Beaird Harris | PARTICIPANT BROKERAGE | $12,231 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKER | $4,106 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Methodist University
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Transamerica Retirement Solutions — Schedule C compensation
- The Gardner Group — Schedule C compensation
- Beaird Harris — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation