2023 Form 5500 filing — University Of Notre Dame 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 20240729120248NAL0031961008001) for University Of Notre Dame 403(B) Retirement Plan, reported by University Of Notre Dame Du Lac under EIN 35-0868188 and plan number 002. It reports 14,179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729120248NAL0031961008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Notre Dame Du Lac
- EIN
- 35-0868188
- Plan number
- 002
- Location
- Notre Dame, IN
- Participants
- 14,179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,360,767,219
- Total liabilities (EOY)
- $359,633
- Net assets (EOY)
- $2,360,407,586
- Employer contributions
- $50,431,074
- Participant contributions
- $52,906,849
- Total income / additions
- $442,205,229
- Benefits paid
- $146,921,328
- Administrative expenses
- $459,824
- Total expenses
- $147,548,897
- Net increase / (decrease)
- $294,656,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $331,820 | $0 |
| Aon Investments Usa Inc. | NONE | $128,004 | not reported in the loaded dataset |