2023 Form 5500 filing — Marquette 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 20241015123256NAL0016394883004) for Marquette University Retirement Plan, reported by Marquette University under EIN 39-0806251 and plan number 001. It reports 5,338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123256NAL0016394883004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marquette University
- EIN
- 39-0806251
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 5,338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $864,665,552
- Net assets (EOY)
- $864,665,552
- Employer contributions
- $11,792,041
- Participant contributions
- $14,647,822
- Total income / additions
- $138,729,535
- Benefits paid
- $52,812,318
- Administrative expenses
- $284,207
- Total expenses
- $53,129,714
- Net increase / (decrease)
- $85,599,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref Teacher Advisors, Inc. | TRUSTEE | $209,949 | $0 |
| Francis Investment Counsel | CONSULTANT | $43,069 | not reported in the loaded dataset |
| Francis LLC | CONSULTANT | $36,789 | not reported in the loaded dataset |