2023 Form 5500 filing — University Of San Francisco 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 20241004181310NAL0005920819001) for University Of San Francisco Defined Contribution Retirement Plan, reported by University Of San Francisco under EIN 94-1156628 and plan number 002. It reports 3,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004181310NAL0005920819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of San Francisco
- EIN
- 94-1156628
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 3,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $418,838,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $418,838,584
- Employer contributions
- $15,731,453
- Total income / additions
- $71,960,904
- Benefits paid
- $13,722,997
- Administrative expenses
- $225,104
- Total expenses
- $14,076,102
- Net increase / (decrease)
- $57,884,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPING | $130,483 | $0 |
| Capfinancial Partners, LLC | INVESTMENT MANAGEMENT | $46,448 | not reported in the loaded dataset |
| Moss Adams, Llp | ACCOUNTING | $24,675 | not reported in the loaded dataset |
| Jones Day | LEGAL | $23,498 | not reported in the loaded dataset |