Section 403(B) Defined Contribution Plan For Tax-Exempt Colleges And Universities In Virginia — Form 5500 plan (The Governing Committee Of The Section 403(B) Defined Contribution)
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, Section 403(B) Defined Contribution Plan For Tax-Exempt Colleges And Universities In Virginia is a benefit plan reported by The Governing Committee Of The Section 403(B) Defined Contribution under EIN 82-4833402 and plan number 333. The latest loaded filing year is 2023. The filing reports 10,583 participants and $1,065,508,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Governing Committee Of The Section 403(B) Defined Contribution
- EIN
- 82-4833402
- Plan number
- 333
- Plan type
- 3
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 10,583
- End-of-year plan assets
- $1,065,508,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,583 | H, C | 20240916105447NAL0001382353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,065,508,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,065,508,171
- Net assets (BOY)
- $888,985,056
Income & contributions
- Employer contributions
- $17,724,653
- Participant contributions
- $18,578,539
- Total contributions
- $40,923,078
- Total income / additions
- $175,523,897
Expenses & distributions
- Benefits paid
- $70,267,434
- Administrative expenses
- $2,633,030
- Total expenses
- $72,990,697
- Net increase / (decrease)
- $102,533,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | INVESTMENT ADVISOR | $1,445,273 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc | PLAN ADMINISTRATOR TPA | $312,189 | not reported in the loaded dataset | 2023 |
| Tiaa | INVESTMENT PROVIDER | $282,242 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $172,763 | not reported in the loaded dataset | 2023 |
| Riggs,Counselman,Michaels & Downes, | INVESTMENT ADVISORY | $164,981 | not reported in the loaded dataset | 2023 |
| Troutman Sanders, Llp | ATTORNEY | $85,225 | not reported in the loaded dataset | 2023 |
| Council Of Ind Colleges Of Va | PLAN ADMNISTRATOR | $61,538 | not reported in the loaded dataset | 2023 |
| Prm Consulting | CONSULTANT | $42,900 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen, Llp | ACCOUNTANT | $34,445 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $2,008 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $50 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance | RECORDKEEPER | $5 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Governing Committee Of The Section 403(B) Defined Contribution
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Millennium Advisory Services, Inc — Schedule C compensation
- Pentegra Services, Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Riggs,Counselman,Michaels & Downes, — Schedule C compensation
- Troutman Sanders, Llp — Schedule C compensation
- Council Of Ind Colleges Of Va — Schedule C compensation
- Prm Consulting — Schedule C compensation
- Clifton Larson Allen, Llp — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Voya Retirement Insurance — Schedule C compensation