Loyola Marymount University Defined Contribution Retirement Plan — Form 5500 plan (Loyola Marymount 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, Loyola Marymount University Defined Contribution Retirement Plan is a benefit plan reported by Loyola Marymount University under EIN 95-1643334 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,971 participants and $471,519,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loyola Marymount University
- EIN
- 95-1643334
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 3,971
- End-of-year plan assets
- $471,519,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,971 | H, C | 20241004142351NAL0011517393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $471,519,214
- Net assets (EOY)
- $471,519,214
- Net assets (BOY)
- $404,541,854
Income & contributions
- Employer contributions
- $16,697,993
- Participant contributions
- $17,661,731
- Total contributions
- $35,408,479
- Total income / additions
- $105,046,528
Expenses & distributions
- Benefits paid
- $37,799,389
- Administrative expenses
- $342,293
- Total expenses
- $38,141,682
- Net increase / (decrease)
- $66,904,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $334,925 | $0 | 2023 |
| Crowell Weedon & Co | ADVISOR | $5,667 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $1,299 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loyola Marymount University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Crowell Weedon & Co — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation