2023 Form 5500 filing — University Of Southern California Tax-Deferred Annuity 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 20241011183345NAL0012856419001) for University Of Southern California Tax-Deferred Annuity Plan, reported by University Of Southern California under EIN 95-1642394 and plan number 001. It reports 42,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011183345NAL0012856419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Southern California
- EIN
- 95-1642394
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 42,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,277,911,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,277,911,652
- Participant contributions
- $214,348,432
- Total income / additions
- $826,015,262
- Benefits paid
- $224,523,437
- Administrative expenses
- $638,683
- Total expenses
- $225,175,288
- Net increase / (decrease)
- $600,839,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc | NONE | $345,956 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $251,837 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | -$53,790 | $0 |