2023 Form 5500 filing — Alliant International 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 20241014141709NAL0027534881001) for Alliant International University Retirement Plan, reported by Alliant International University under EIN 20-5683516 and plan number 003. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$39.7MReported net assets$39,705,032

Participants583

Provider compensation$58.3K3 Schedule C row(s)$58,254

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014141709NAL0027534881001
Plan sponsor: Alliant International University
EIN: 20-5683516
Plan number: 003
Location: San Diego, CA
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)$39.7M total assets

Net assets$39.7MLiabilities—

Money in vs. money out

Total income / additions$10.2M

Total expenses$2.6M

Benefits paid / distributions$2.5M

Contributions

Employer$1.9M

Participant$2.5M

Full reported line items

Total assets (EOY): $39,705,032
Net assets (EOY): $39,705,032
Employer contributions: $1,916,921
Participant contributions: $2,472,503
Total income / additions: $10,224,278
Benefits paid: $2,490,933
Administrative expenses: $58,254
Total expenses: $2,574,701
Net increase / (decrease): $7,649,577

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$58.3K
RECORDKEEPER · Direct $58.3K · Indirect $0
2
Charles Schwab & Co., Inc.$3
SECURITIES BROKER · Direct $3 · Indirect $0
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014141709NAL0027534881001 cover?: It is the 2023 Form 5500 filing for Alliant International University Retirement Plan, reported by Alliant International University (EIN 20-5683516).
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).