2023 Form 5500 filing — Simmons University 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 20241014105432NAL0013162931001) for Simmons University Retirement Plan, reported by Simmons University under EIN 04-2103629 and plan number 001. It reports 2,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105432NAL0013162931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons University
- EIN
- 04-2103629
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 2,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $255,376,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,376,101
- Employer contributions
- $2,129,260
- Participant contributions
- $3,036,296
- Total income / additions
- $39,859,522
- Benefits paid
- $22,068,663
- Administrative expenses
- $140,549
- Total expenses
- $22,228,168
- Net increase / (decrease)
- $17,631,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $52,852 | $0 |
| Cbiz Cpas P.C. | NONE | $45,180 | not reported in the loaded dataset |
| Fiducient Advisors, LLC | NONE | $36,050 | not reported in the loaded dataset |
| Dkc Retirement Associates LLC | NONE | $6,000 | not reported in the loaded dataset |