2023 Form 5500 filing — The University Of Arizona Global Campus 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240304090828NAL0027218304001) for The University Of Arizona Global Campus 403(B) Retirement Plan, reported by The Univ. Of Arizona Global Campus under EIN 85-2480775 and plan number 001. It reports 3,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240304090828NAL0027218304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Univ. Of Arizona Global Campus
- EIN
- 85-2480775
- Plan number
- 001
- Location
- Chandler, AZ
- Participants
- 3,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,506,037
- Participant contributions
- $3,768,597
- Total income / additions
- $15,588,470
- Benefits paid
- $39,084,962
- Administrative expenses
- $271,963
- Total expenses
- $39,985,624
- Net increase / (decrease)
- -$24,397,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $92,570 | $0 |
| Pension Assurance Llp | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $7,495 | not reported in the loaded dataset |