The University Of Arizona Global Campus 403(B) Retirement Plan — Form 5500 plan (The Univ. Of Arizona Global Campus)
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, The University Of Arizona Global Campus 403(B) Retirement Plan is a benefit plan reported by The Univ. Of Arizona Global Campus under EIN 85-2480775 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,084 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Univ. Of Arizona Global Campus
- EIN
- 85-2480775
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 3,084
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,084 | H, C | 20240304090828NAL0027218304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $24,397,154
Income & contributions
- Employer contributions
- $1,506,037
- Participant contributions
- $3,768,597
- Total contributions
- $13,600,368
- Total income / additions
- $15,588,470
Expenses & distributions
- Benefits paid
- $39,084,962
- Administrative expenses
- $271,963
- Total expenses
- $39,985,624
- Net increase / (decrease)
- -$24,397,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $92,570 | $0 | 2023 |
| Pension Assurance Llp | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $7,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Univ. Of Arizona Global Campus
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Chandler, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Mma Securities LLC — Schedule C compensation