Plan5500

University Of The Incarnate Word — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 The Incarnate Word (EIN 74-1109661) is a plan sponsor located in San Antonio, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1109661
Location
San Antonio, TX
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for University Of The Incarnate Word

  • 1 loaded plans hold $13.2M in reported assets.
  • The largest, University Of The Incarnate Word Retirement Healthcare Savings Program, holds 100% of this company's reported plan assets.
  • Plans cover 1,110 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.2MSummed across loaded plans$13,246,753
Total reported assets$13.2M$13,246,753
Total reported participants1.1K1,110
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.2M total assets
Net assets$13.2MLiabilities$0
Contributions & income
Employer contributions$698.3K
Participant contributions$23.6K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$375.5K
Total expenses$450.4K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%University Of The Incarnate Word Retirement Healthcare Savings Program
Participants per plan1,110Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    University Of The Incarnate Word Retirement Healthcare Savings Program$13.2M
    Plan #507 · 1,110 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for University Of The Incarnate Word. Open one for its full reported snapshot.

  1. 2023
    University Of The Incarnate Word Retirement Healthcare Savings Program1,110 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does University Of The Incarnate Word report on Form 5500?
University Of The Incarnate Word (EIN 74-1109661) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for University Of The Incarnate Word?
The Employer Identification Number (EIN) reported for University Of The Incarnate Word is 74-1109661.
What is the latest Form 5500 filing year for University Of The Incarnate Word?
The latest loaded Form 5500 filing year for University Of The Incarnate Word is 2023.

Related Form 5500 pages