2023 Form 5500 filing — University Financial Corporation Employee Savings 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 20241010095621NAL0033752816001) for University Financial Corporation Employee Savings Plan, reported by University Financial Corporation under EIN 41-1557799 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010095621NAL0033752816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Financial Corporation
- EIN
- 41-1557799
- Plan number
- 001
- Location
- Saint Paul, MN
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,182,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,182,740
- Employer contributions
- $1,134,509
- Participant contributions
- $2,376,120
- Total income / additions
- $9,678,427
- Benefits paid
- $3,478,562
- Administrative expenses
- $99,050
- Total expenses
- $3,577,612
- Net increase / (decrease)
- $6,100,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $42,689 | $0 |
| Nfp Retirement, Inc. | ADVISOR | $31,178 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $13,971 | $0 |
| Rsm Us Llp | AUDITOR | $11,212 | not reported in the loaded dataset |