2023 Form 5500 filing — William Marsh Rice University Supplemental 403(B) 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 20241011171456NAL0022412641001) for William Marsh Rice University Supplemental 403(B) Plan, reported by William Marsh Rice University under EIN 74-1109620 and plan number 002. It reports 9,086 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)$763.7MReported net assets$763,696,889
Participants9.1K9,086
Provider compensation$63.5K4 Schedule C row(s)$63,519
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011171456NAL0022412641001
Plan sponsor
William Marsh Rice University
EIN
74-1109620
Plan number
002
Location
Houston, TX
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)$763.7M total assets
Net assets$763.7MLiabilities$0
Money in vs. money out
Total income / additions$139M
Total expenses$41.5M
Benefits paid / distributions$41.4M
Contributions
EmployerNot reported
Participant$28.4M
Full reported line items
Total assets (EOY)
$763,696,889
Total liabilities (EOY)
$0
Net assets (EOY)
$763,696,889
Participant contributions
$28,432,771
Total income / additions
$139,035,512
Benefits paid
$41,403,812
Administrative expenses
$65,080
Total expenses
$41,468,892
Net increase / (decrease)
$97,566,620
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $28.9K · Indirect $0
  2. 2
    NONE · Direct $17.1K
  3. 3
    Tiaa-Cref$11.3K
    RECORDKEPER · Direct $11.3K
  4. 4
    NONE · Direct $6.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011171456NAL0022412641001 cover?
It is the 2023 Form 5500 filing for William Marsh Rice University Supplemental 403(B) Plan, reported by William Marsh Rice University (EIN 74-1109620).
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