2023 Form 5500 filing — St. Mary'S University Defined Contribution 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 20240814133039NAL0025628946001) for St. Mary'S University Defined Contribution Retirement Plan, reported by St. Mary'S University under EIN 74-1143128 and plan number 002. It reports 1,343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814133039NAL0025628946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Mary'S University
- EIN
- 74-1143128
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 1,343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,725,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,725,960
- Employer contributions
- $2,184,133
- Participant contributions
- $3,437,462
- Total income / additions
- $28,707,027
- Benefits paid
- $17,287,152
- Administrative expenses
- $194,671
- Total expenses
- $17,481,823
- Net increase / (decrease)
- $11,225,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $106,945 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $77,670 | $0 |
| Ernst & Young Llp | NONE | $6,870 | not reported in the loaded dataset |
| Fidelity Investments Inst. Ops. Co. | NONE | $1,820 | $0 |
| Tiaa Association Of America | NONE | $795 | $0 |
| Charles Schwab & Co, Inc. | NONE | $8 | $0 |