University Of Redlands Retirement Plan — Form 5500 plan (The University Of Redlands)

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, University Of Redlands Retirement Plan is a benefit plan reported by The University Of Redlands under EIN 95-1643389 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,667 participants and $216,468,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The University Of Redlands
EIN
95-1643389
Plan number
001
Plan type
2
Location
Redlands, CA
Latest filing year
2023
Participants
1,667
End-of-year plan assets
$216,468,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,667H, C20250414150322NAL0003686274001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$216,468,910
Total liabilities (EOY)
$0
Net assets (EOY)
$216,468,910
Net assets (BOY)
$202,533,847

Income & contributions

Employer contributions
$7,447
Participant contributions
$3,445,924
Total contributions
$4,085,384
Total income / additions
$30,759,378

Expenses & distributions

Benefits paid
$16,735,025
Administrative expenses
$75,528
Total expenses
$16,824,315
Net increase / (decrease)
$13,935,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$74,277$02023

Related Form 5500 pages