2023 Form 5500 filing — Loyola Marymount 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 20241004142351NAL0011517393001) for Loyola Marymount University Defined Contribution Retirement Plan, reported by Loyola Marymount University under EIN 95-1643334 and plan number 001. It reports 3,971 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)$471.5MReported net assets$471,519,214
Participants4K3,971
Provider compensation$341.9K4 Schedule C row(s)$341,891
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004142351NAL0011517393001
- Plan sponsor
- Loyola Marymount University
- EIN
- 95-1643334
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
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)$471.5M total assets
Net assets$471.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $471,519,214
- Net assets (EOY)
- $471,519,214
- Employer contributions
- $16,697,993
- Participant contributions
- $17,661,731
- Total income / additions
- $105,046,528
- Benefits paid
- $37,799,389
- Administrative expenses
- $342,293
- Total expenses
- $38,141,682
- Net increase / (decrease)
- $66,904,846
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $334,925 | $0 |
| Crowell Weedon & Co | ADVISOR | $5,667 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $1,299 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |