2023 Form 5500 filing — Georgetown University Voluntary 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 20241011084245NAL0012296931001) for Georgetown University Voluntary Contribution Retirement Plan, reported by Georgetown University under EIN 53-0196603 and plan number 002. It reports 19,371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084245NAL0012296931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georgetown University
- EIN
- 53-0196603
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 19,371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $864,736,688
- Total liabilities (EOY)
- $2,407
- Net assets (EOY)
- $864,734,281
- Participant contributions
- $29,890,071
- Total income / additions
- $165,650,811
- Benefits paid
- $42,231,441
- Administrative expenses
- $56,740
- Total expenses
- $42,307,965
- Net increase / (decrease)
- $123,342,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick Llp | AUDITOR | $27,272 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $22,857 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $6,575 | $0 |
| Fidelity Inv Inst Ops Co. LLC | RECORDKEEPER | $0 | $0 |