Sdsu Foundation Health Veba Plan For Post Retirement Health Care Benefits — Form 5500 plan (San Diego State University Foundation)
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, Sdsu Foundation Health Veba Plan For Post Retirement Health Care Benefits is a benefit plan reported by San Diego State University Foundation under EIN 95-6042721 and plan number 504. The latest loaded filing year is 2023. The filing reports 83 participants and $14,439,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego State University Foundation
- EIN
- 95-6042721
- Plan number
- 504
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $14,439,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I, C | 20240925114408NAL0008291779001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,439,936
- Total liabilities (EOY)
- $138,014
- Net assets (EOY)
- $14,301,922
- Net assets (BOY)
- $12,757,944
Income & contributions
- Employer contributions
- -$82,661
- Participant contributions
- $77,310
- Total income / additions
- $1,904,858
Expenses & distributions
- Benefits paid
- $296,781
- Administrative expenses
- $64,099
- Total expenses
- $360,880
- Net increase / (decrease)
- $1,543,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Fiduciary Mgmt LLC | OUTSOURCED CIO | $24,750 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Tright Llp | AUDITOR | $15,200 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | CUSTODIAN | $9,326 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego State University Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Meketa Fiduciary Mgmt LLC — Schedule C compensation
- Holthouse Carlin & Van Tright Llp — Schedule C compensation
- Us Bank National Association — Schedule C compensation