2023 Form 5500 filing — Loyola 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 20241015114648NAL0028242657001) for Loyola University Retirement Plan, reported by Loyola University New Orleans under EIN 72-0408946 and plan number 003. It reports 1,905 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)$270MReported net assets$270,024,566
Participants1.9K1,905
Provider compensation$170.2K3 Schedule C row(s)$170,224
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015114648NAL0028242657001
- Plan sponsor
- Loyola University New Orleans
- EIN
- 72-0408946
- Plan number
- 003
- Location
- New Orleans, LA
- Received date
- not reported in the loaded dataset
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)$270M total assets
Net assets$270MLiabilities$0
Full reported line items
- Total assets (EOY)
- $270,024,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,024,566
- Employer contributions
- $867,576
- Participant contributions
- $2,340,051
- Total income / additions
- $33,143,716
- Benefits paid
- $19,838,911
- Administrative expenses
- $173,224
- Total expenses
- $20,012,135
- Net increase / (decrease)
- $13,131,581
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $87,391 | $0 |
| Cbiz Investment Adv. Services LLC | NONE | $50,376 | not reported in the loaded dataset |
| Wegmann Dazet & Co. | NONE | $32,457 | not reported in the loaded dataset |