2023 Form 5500 filing — University Of La Verne 403(B) Retirement Savings 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 20241015155520NAL0015021251001) for University Of La Verne 403(B) Retirement Savings Plan, reported by University Of La Verne under EIN 95-1644026 and plan number 001. It reports 5,878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155520NAL0015021251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of La Verne
- EIN
- 95-1644026
- Plan number
- 001
- Location
- La Verne, CA
- Participants
- 5,878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,556,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,556,648
- Employer contributions
- $4,308,167
- Participant contributions
- $4,546,733
- Total income / additions
- $42,832,652
- Benefits paid
- $12,884,396
- Administrative expenses
- $148,207
- Total expenses
- $13,080,335
- Net increase / (decrease)
- $29,752,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co., LLC | NONE | $71,099 | $0 |
| Sageview Advisory Group | NONE | $35,053 | not reported in the loaded dataset |
| Moss Adams | NONE | $21,000 | not reported in the loaded dataset |
| Tiaa | NONE | $15,294 | $0 |
| Nixon Peabody Llp | NONE | $5,761 | not reported in the loaded dataset |