2023 Form 5500 filing — Santa Clara University Tax-Deferred Annuity 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 20241015132446NAL0049604160001) for Santa Clara University Tax-Deferred Annuity Plan, reported by Santa Clara University under EIN 94-1156617 and plan number 001. It reports 3,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132446NAL0049604160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Clara University
- EIN
- 94-1156617
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 3,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $401,086,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,086,050
- Participant contributions
- $14,772,942
- Total income / additions
- $84,016,382
- Benefits paid
- $26,221,778
- Administrative expenses
- $1,788
- Total expenses
- $26,221,659
- Net increase / (decrease)
- $57,794,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $0 | $0 |