2023 Form 5500 filing — University Of San Diego 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 20241007141041NAL0007661763001) for University Of San Diego Defined Contribution Retirement Plan, reported by University Of San Diego under EIN 95-2544535 and plan number 003. It reports 4,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141041NAL0007661763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of San Diego
- EIN
- 95-2544535
- Plan number
- 003
- Location
- San Diego, CA
- Participants
- 4,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $718,769,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $718,769,076
- Employer contributions
- $17,083,817
- Participant contributions
- $11,613,793
- Total income / additions
- $130,435,775
- Benefits paid
- $43,354,622
- Administrative expenses
- $366,805
- Total expenses
- $43,744,585
- Net increase / (decrease)
- $86,691,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Ops Co., Inc | NONE | $146,378 | $0 |
| Tiaa | NONE | $100,765 | $0 |
| Sageview Advisory Group, LLC | NONE | $75,000 | not reported in the loaded dataset |
| Variable Annuity Life Insurance Co. | NONE | $23,287 | $0 |
| Torrey Wealth LLC | NONE | $10,826 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | NONE | $10,036 | not reported in the loaded dataset |
| Dws Distributors, Inc. | NONE | $0 | $0 |