2023 Form 5500 filing — Vanderbilt 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 20241015173219NAL0030501425001) for Vanderbilt University Retirement Plan, reported by Vanderbilt University under EIN 62-0476822 and plan number 001. It reports 20,637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173219NAL0030501425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vanderbilt University
- EIN
- 62-0476822
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 20,637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,316,024,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,316,024,751
- Employer contributions
- $24,987,587
- Participant contributions
- $54,972,999
- Total income / additions
- $399,279,217
- Benefits paid
- $152,638,849
- Administrative expenses
- $566,787
- Total expenses
- $153,205,636
- Net increase / (decrease)
- $246,073,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $304,789 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $265,780 | $0 |