2023 Form 5500 filing — Depaul University 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 20240618154102NAL0006275282001) for Depaul University 403(B) Retirement Plan, reported by Depaul University under EIN 36-2167048 and plan number 001. It reports 7,908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618154102NAL0006275282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Depaul University
- EIN
- 36-2167048
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 7,908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,204,694,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,204,694,768
- Employer contributions
- $19,196,465
- Participant contributions
- $25,004,270
- Total income / additions
- $231,370,836
- Benefits paid
- $77,777,798
- Administrative expenses
- $322,408
- Total expenses
- $78,100,206
- Net increase / (decrease)
- $153,270,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. Inc. | NONE | $297,890 | $0 |
| Multnomah Group, Inc. | NONE | $20,805 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance & Annuity | NONE | $3,713 | $0 |