2023 Form 5500 filing — The George Washington University Supplemental 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 20241004150857NAL0024004978001) for The George Washington University Supplemental Retirement Plan, reported by The George Washington University under EIN 53-0196584 and plan number 003. It reports 15,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004150857NAL0024004978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The George Washington University
- EIN
- 53-0196584
- Plan number
- 003
- Location
- Ashburn, VA
- Participants
- 15,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,530,650,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,530,650,403
- Participant contributions
- $41,229,054
- Total income / additions
- $257,692,924
- Benefits paid
- $93,793,153
- Administrative expenses
- $0
- Total expenses
- $93,793,153
- Net increase / (decrease)
- $163,899,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grant Thornton, Llp | AUDITOR | $26,776 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $21,708 | not reported in the loaded dataset |
| Coastal Pension Services | CONTRACT ADMINISTRATOR | $5,100 | not reported in the loaded dataset |