2023 Form 5500 filing — University Of Dayton Tax Deferred Annuity 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 20241010094605NAL0019881553001) for University Of Dayton Tax Deferred Annuity Plan, reported by University Of Dayton under EIN 31-0536715 and plan number 001. It reports 6,244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094605NAL0019881553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Dayton
- EIN
- 31-0536715
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 6,244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $615,706,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $615,706,760
- Participant contributions
- $21,095,679
- Total income / additions
- $107,030,407
- Benefits paid
- $31,864,761
- Administrative expenses
- $333,965
- Total expenses
- $32,352,506
- Net increase / (decrease)
- $74,677,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $239,009 | $0 |
| Dynamic Pension Services, Inc. | NONE | $35,385 | not reported in the loaded dataset |
| Ironshore Financial, LLC | NONE | $27,200 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $19,700 | not reported in the loaded dataset |