2023 Form 5500 filing — Southwestern University Regular Retirement Plan For All Employees
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 20241014161119NAL0054367122001) for Southwestern University Regular Retirement Plan For All Employees, reported by Southwestern University under EIN 74-1233796 and plan number 001. It reports 1,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161119NAL0054367122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern University
- EIN
- 74-1233796
- Plan number
- 001
- Location
- Georgetown, TX
- Participants
- 1,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,022,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,022,361
- Employer contributions
- $1,700,477
- Participant contributions
- $1,652,709
- Total income / additions
- $15,958,578
- Benefits paid
- $7,720,669
- Administrative expenses
- $14,983
- Total expenses
- $7,739,403
- Net increase / (decrease)
- $8,219,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cherry Bekaert LLC | NONE | $14,000 | not reported in the loaded dataset |
| Tiaa | NONE | $983 | $0 |