2023 Form 5500 filing — Barry University Defined Contribution 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 20241010215916NAL0042208898001) for Barry University Defined Contribution Plan, reported by Barry University under EIN 59-0624364 and plan number 001. It reports 1,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$121.9MReported net assets$121,872,458
Participants1.1K1,060
Provider compensation$68.8K3 Schedule C row(s)$68,811
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010215916NAL0042208898001
Plan sponsor
Barry University
EIN
59-0624364
Plan number
001
Location
Miami Shores, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$121.9M total assets
Net assets$121.9MLiabilities$0
Money in vs. money out
Total income / additions$14.5M
Total expenses$9.9M
Benefits paid / distributions$9.7M
Full reported line items
Total assets (EOY)
$121,872,458
Total liabilities (EOY)
$0
Net assets (EOY)
$121,872,458
Total income / additions
$14,534,748
Benefits paid
$9,737,374
Administrative expenses
$212,275
Total expenses
$9,949,649
Net increase / (decrease)
$4,585,099
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    FINANCIAL ADVISORS · Direct $32K
  2. 2
    Tiaa$24.3K
    RECORDKEEPER · Direct $24.3K · Indirect $0
  3. 3
    AUDITOR · Direct $12.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010215916NAL0042208898001 cover?
It is the 2023 Form 5500 filing for Barry University Defined Contribution Plan, reported by Barry University (EIN 59-0624364).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages