2023 Form 5500 filing — Georgetown University 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 20241011085253NAL0022444497001) for Georgetown University Defined Contribution Retirement Plan, reported by Georgetown University under EIN 53-0196603 and plan number 211. It reports 13,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085253NAL0022444497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georgetown University
- EIN
- 53-0196603
- Plan number
- 211
- Location
- Washington, DC
- Participants
- 13,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,233,326,595
- Total liabilities (EOY)
- $272,155
- Net assets (EOY)
- $2,233,054,440
- Employer contributions
- $48,968,707
- Participant contributions
- $14,897,375
- Total income / additions
- $385,316,832
- Benefits paid
- $125,599,272
- Administrative expenses
- $122,627
- Total expenses
- $125,721,899
- Net increase / (decrease)
- $259,594,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $91,429 | not reported in the loaded dataset |
| Cohnreznick Llp | AUDITOR | $30,820 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $267 | $0 |
| Fidelity Inv Inst Ops Co. LLC | RECORDKEEPER | $0 | $0 |