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Companies

companyUniversity Of Miami
$4.4Breported plan assets
EIN: 59-0624458Location: FLPlans: 9Participants: 71,941Latest: 2023
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Plans

planUniversity Of Miami Retirement Savings PlanFinancial statementProvider compensation2023 filing
$1.7Breported assets (EOY)
Sponsor: University Of MiamiEIN: 59-0624458Plan: 005Participants: 19,270Assets: $1,720,804,746Net assets: $1.7BAssets / participant: $89.3KLocation: Coral Gables, FLLatest: 2023
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planDefined Contribution Retirement Plan For Faculty Of The University Of MiamiFinancial statementProvider compensation2023 filing
$1.1Breported assets (EOY)
Sponsor: University Of MiamiEIN: 59-0624458Plan: 003Participants: 2,670Assets: $1,145,895,297Net assets: $1.1BAssets / participant: $429.2KLocation: Coral Gables, FLLatest: 2023
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planUniversity Of Miami Supplemental Retirement Annuity ProgramFinancial statementProvider compensation2023 filing
$758Mreported assets (EOY)
Sponsor: University Of MiamiEIN: 59-0624458Plan: 002Participants: 4,105Assets: $757,993,231Net assets: $758MAssets / participant: $184.7KLocation: Coral Gables, FLLatest: 2023
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planRetirement Plan For Employees Of The Univ Of MiamiFinancial statementProvider compensation2023 filing
$578.3Mreported assets (EOY)
Sponsor: University Of MiamiEIN: 59-0624458Plan: 001Participants: 5,454Assets: $578,294,500Net assets: $568.5MAssets / participant: $106KLocation: Coral Gables, FLLatest: 2023
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planUniversity Of Miami Retirement Savings Plan IiFinancial statementProvider compensation2023 filing
$173.6Mreported assets (EOY)
Sponsor: University Of MiamiEIN: 59-0624458Plan: 006Participants: 2,625Assets: $173,589,096Net assets: $173.6MAssets / participant: $66.1KLocation: Coral Gables, FLLatest: 2023
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planRetirement Savings Plan IiiFinancial statementProvider compensation2023 filing
$66.5Mreported assets (EOY)
Sponsor: University Of MiamiEIN: 59-0624458Plan: 007Participants: 5,164Assets: $66,502,492Net assets: $66.5MAssets / participant: $12.9KLocation: Coral Gables, FLLatest: 2023
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planUniversity Of Miami Long Term Care Insurance2023 filing
Sponsor: University Of MiamiEIN: 59-0624458Plan: 514Participants: 480Assets: not reported in the loaded datasetLocation: Coral Gables, FLLatest: 2023
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planUniversity Of Miami Life And Disability Plan2023 filing
Sponsor: University Of MiamiEIN: 59-0624458Plan: 515Participants: 16,630Assets: not reported in the loaded datasetLocation: Coral Gables, FLLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Retirement Plan For Employees Of The Univ Of Miami
Sponsor: University Of MiamiEIN: 59-0624458Plan: 001Ack ID: 20250314134032NAL0022305969001
filing2023 Form 5500 — University Of Miami Supplemental Retirement Annuity Program
Sponsor: University Of MiamiEIN: 59-0624458Plan: 002Ack ID: 20241003114055NAL0004839267001
filing2023 Form 5500 — Defined Contribution Retirement Plan For Faculty Of The University Of Miami
Sponsor: University Of MiamiEIN: 59-0624458Plan: 003Ack ID: 20241003113539NAL0019516594001
filing2023 Form 5500 — University Of Miami Retirement Savings Plan
Sponsor: University Of MiamiEIN: 59-0624458Plan: 005Ack ID: 20241003113716NAL0017573152001
filing2023 Form 5500 — University Of Miami Retirement Savings Plan Ii
Sponsor: University Of MiamiEIN: 59-0624458Plan: 006Ack ID: 20241003114455NAL0004841059001
filing2023 Form 5500 — Retirement Savings Plan Iii
Sponsor: University Of MiamiEIN: 59-0624458Plan: 007Ack ID: 20241003113630NAL0010485377001
filing2023 Form 5500 — University Of Miami Long Term Care Insurance
Sponsor: University Of MiamiEIN: 59-0624458Plan: 514Ack ID: 20241011075800NAL0043612898001
filing2023 Form 5500 — University Of Miami Life And Disability Plan
Sponsor: University Of MiamiEIN: 59-0624458Plan: 515Ack ID: 20241011080139NAL0036352224001