2023 Form 5500 filing — University Of Cincinnati Foundation 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 20240911142106NAL0003708259001) for University Of Cincinnati Foundation Defined Contribution Retirement Plan, reported by University Of Cincinnati Foundation under EIN 31-0896555 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$46MReported net assets$45,990,620
Participants385
Provider compensation$52.2K1 Schedule C row(s)$52,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911142106NAL0003708259001
Plan sponsor
University Of Cincinnati Foundation
EIN
31-0896555
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$46M total assets
Net assets$46MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$1.4M
Participant$1.5M
Full reported line items
Total assets (EOY)
$45,990,620
Total liabilities (EOY)
$0
Net assets (EOY)
$45,990,620
Employer contributions
$1,358,801
Participant contributions
$1,502,345
Total income / additions
$9,389,630
Benefits paid
$1,753,648
Administrative expenses
$52,245
Total expenses
$1,805,893
Net increase / (decrease)
$7,583,737
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$52.2K
    NONE · Direct $52.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911142106NAL0003708259001 cover?
It is the 2023 Form 5500 filing for University Of Cincinnati Foundation Defined Contribution Retirement Plan, reported by University Of Cincinnati Foundation (EIN 31-0896555).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages