2023 Form 5500 filing — Jefferson Defined Contribution 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 20241015212517NAL0049831216001) for Jefferson Defined Contribution Retirement Plan, reported by Thomas Jefferson University under EIN 23-1352651 and plan number 005. It reports 26,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212517NAL0049831216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Jefferson University
- EIN
- 23-1352651
- Plan number
- 005
- Location
- Philadelphia, PA
- Participants
- 26,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,466,994,136
- Net assets (EOY)
- $2,466,994,136
- Employer contributions
- $61,565,825
- Participant contributions
- $79,630,243
- Total income / additions
- $478,756,988
- Benefits paid
- $122,967,322
- Total expenses
- $122,967,322
- Net increase / (decrease)
- $355,789,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa- Teachers Insurance & Annuity | NONE | $999,454 | $0 |