2023 Form 5500 filing — University Of Dallas 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 20241013155503NAL0025973617001) for University Of Dallas Defined Contribution Retirement Plan, reported by University Of Dallas under EIN 75-0926755 and plan number 001. It reports 948 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)$92.8MReported net assets$92,849,361
Participants948
Provider compensation$105.9K3 Schedule C row(s)$105,873
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013155503NAL0025973617001
Plan sponsor
University Of Dallas
EIN
75-0926755
Plan number
001
Location
Irving, 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)$92.8M total assets
Net assets$92.8MLiabilities
Money in vs. money out
Total income / additions$13.9M
Total expenses$6.9M
Benefits paid / distributions$6.9M
Contributions
Employer$1.3M
Participant$1.6M
Full reported line items
Total assets (EOY)
$92,849,361
Net assets (EOY)
$92,849,361
Employer contributions
$1,340,518
Participant contributions
$1,606,907
Total income / additions
$13,899,185
Benefits paid
$6,903,225
Total expenses
$6,903,225
Net increase / (decrease)
$6,995,960
Schedule C

Reported service provider compensation

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

  1. 1
    FINANC. CO · Direct $86.6K · Indirect $0
  2. 2
    NONE · Direct $17.5K · Indirect $0
  3. 3
    Tiaa$1.7K
    PLAN ADMINISTRATOR · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013155503NAL0025973617001 cover?
It is the 2023 Form 5500 filing for University Of Dallas Defined Contribution Retirement Plan, reported by University Of Dallas (EIN 75-0926755).
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