2023 Form 5500 filing — University Of Miami Supplemental Retirement Annuity Program
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 20241003114055NAL0004839267001) for University Of Miami Supplemental Retirement Annuity Program, reported by University Of Miami under EIN 59-0624458 and plan number 002. It reports 4,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003114055NAL0004839267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 002
- Location
- Coral Gables, FL
- Participants
- 4,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $757,993,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $757,993,231
- Participant contributions
- $17,267,822
- Total income / additions
- $118,121,309
- Benefits paid
- $49,169,486
- Administrative expenses
- $177,445
- Total expenses
- $49,343,334
- Net increase / (decrease)
- $68,777,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Ops Co In | RECORDKEEPER | $125,366 | $0 |
| Strategic Advisors, Inc. | NONE | $53,419 | not reported in the loaded dataset |
| Variable Annuity Life Insurance Co | NONE | $10,110 | $0 |
| Lincoln National Corporation | RECORDKEEPER | $288 | $0 |
| Fascore, LLC | RECORDKEEPER | $72 | $0 |
| Metlife Insurance Company | NONE | $30 | $0 |