Keck Medicine Of Usc 401(K) Retirement Plan — Form 5500 plan (University Of Southern California)

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, Keck Medicine Of Usc 401(K) Retirement Plan is a benefit plan reported by University Of Southern California under EIN 95-1642394 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,902 participants and $162,196,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Southern California
EIN
95-1642394
Plan number
005
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
4,902
End-of-year plan assets
$162,196,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,902H, C20241011182939NAL0022521585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,196,026
Total liabilities (EOY)
$0
Net assets (EOY)
$162,196,026
Net assets (BOY)
$136,685,415

Income & contributions

Employer contributions
$3,000,726
Participant contributions
$7,036,549
Total contributions
$10,781,463
Total income / additions
$34,150,074

Expenses & distributions

Benefits paid
$8,594,375
Administrative expenses
$0
Total expenses
$8,639,463
Net increase / (decrease)
$25,510,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$26,722not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,434$02023

Related Form 5500 pages