2023 Form 5500 filing — Section 403(B) Defined Contribution Plan For Tax-Exempt Colleges And Universities In Virginia
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 20240916105447NAL0001382353001) for Section 403(B) Defined Contribution Plan For Tax-Exempt Colleges And Universities In Virginia, reported by The Governing Committee Of The Section 403(B) Defined Contribution under EIN 82-4833402 and plan number 333. It reports 10,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916105447NAL0001382353001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Governing Committee Of The Section 403(B) Defined Contribution
- EIN
- 82-4833402
- Plan number
- 333
- Location
- Richmond, VA
- Participants
- 10,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,065,508,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,065,508,171
- Employer contributions
- $17,724,653
- Participant contributions
- $18,578,539
- Total income / additions
- $175,523,897
- Benefits paid
- $70,267,434
- Administrative expenses
- $2,633,030
- Total expenses
- $72,990,697
- Net increase / (decrease)
- $102,533,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services, Inc | INVESTMENT ADVISOR | $1,445,273 | not reported in the loaded dataset |
| Pentegra Services, Inc | PLAN ADMINISTRATOR TPA | $312,189 | not reported in the loaded dataset |
| Tiaa | INVESTMENT PROVIDER | $282,242 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $172,763 | not reported in the loaded dataset |
| Riggs,Counselman,Michaels & Downes, | INVESTMENT ADVISORY | $164,981 | not reported in the loaded dataset |
| Troutman Sanders, Llp | ATTORNEY | $85,225 | not reported in the loaded dataset |
| Council Of Ind Colleges Of Va | PLAN ADMNISTRATOR | $61,538 | not reported in the loaded dataset |
| Prm Consulting | CONSULTANT | $42,900 | not reported in the loaded dataset |
| Clifton Larson Allen, Llp | ACCOUNTANT | $34,445 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $2,008 | not reported in the loaded dataset |
| Lincoln National Corporation | RECORDKEEPER | $50 | not reported in the loaded dataset |
| Voya Retirement Insurance | RECORDKEEPER | $5 | not reported in the loaded dataset |