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 Retirement Health Plan For University Of San Francisco is a benefit plan reported by University Of San Francisco under EIN 94-1156628 and plan number 515. The latest loaded filing year is 2023. The filing reports 1,209 participants and $9,393,701 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,393,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,393,701
- Net assets (BOY)
- $7,801,482
Income & contributions
- Employer contributions
- $433,202
- Participant contributions
- $245,309
- Total contributions
- $678,511
- Total income / additions
- $1,827,069
Expenses & distributions
- Benefits paid
- $173,590
- Administrative expenses
- $61,260
- Total expenses
- $234,850
- Net increase / (decrease)
- $1,592,219