Plan5500

Emeriti Retiree Health Plan For Southern Methodist University — 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, Emeriti Retiree Health Plan For Southern Methodist University is a benefit plan reported by Southern Methodist University under EIN 75-0800689 and plan number 507. The latest loaded filing year is 2023. The filing reports 3,067 participants and $52,423,681 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$52.4MPlan net assets, end of year$52,423,681
Participants3.1KCovered participants reported3,067
Assets / participant$17.1KComputed: assets ÷ participants$17,093 (computed)
Provider compensation$88.8K1 Schedule C provider row(s)$88,789
Plan sponsor
Southern Methodist University
EIN
75-0800689
Plan number
507
Plan type
2
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,067 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$52.4M total assets
Net assets$52.4MLiabilities$0
Money in vs. money out
Total income / additions$11.5M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$4.7M
Participant$717.7K
Full reported line items

Net assets

Total assets (EOY)
$52,423,681
Total liabilities (EOY)
$0
Net assets (EOY)
$52,423,681
Net assets (BOY)
$44,670,693

Income & contributions

Employer contributions
$4,748,454
Participant contributions
$717,748
Total contributions
$5,466,202
Total income / additions
$11,519,306

Expenses & distributions

Benefits paid
$3,677,529
Administrative expenses
$88,789
Total expenses
$3,766,318
Net increase / (decrease)
$7,752,988
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 87%Participant 13%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Emeriti Retirement Health Solutions$88.8K
    CONSULTANT · Direct $88.8K

What to inspect next

Frequently asked questions

Who sponsors the Emeriti Retiree Health Plan For Southern Methodist University?
Emeriti Retiree Health Plan For Southern Methodist University is reported as sponsored by Southern Methodist University (EIN 75-0800689, plan number 507) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Emeriti Retiree Health Plan For Southern Methodist University?
The latest Form 5500 filing year loaded for Emeriti Retiree Health Plan For Southern Methodist University is 2023.
How many participants does Emeriti Retiree Health Plan For Southern Methodist University report?
Emeriti Retiree Health Plan For Southern Methodist University reports 3,067 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Emeriti Retiree Health Plan For Southern Methodist University?
Emeriti Retiree Health Plan For Southern Methodist University reports $52,423,681 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages