2023 Form 5500 filing — American University 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 20250214103322NAL0048059746003) for American University Defined Contribution Retirement Plan, reported by American University under EIN 53-0196549 and plan number 001. It reports 7,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214103322NAL0048059746003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American University
- EIN
- 53-0196549
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 7,717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,269,733,433
- Net assets (EOY)
- $1,269,733,433
- Employer contributions
- $22,041,567
- Participant contributions
- $22,414,921
- Total income / additions
- $200,392,036
- Benefits paid
- $72,006,158
- Administrative expenses
- $289,866
- Total expenses
- $72,302,080
- Net increase / (decrease)
- $128,089,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invs Inst Oper Co, LLC | ADVISOR | $100,195 | not reported in the loaded dataset |
| Cap Financial Partners, LLC | ADVISOR | $94,301 | not reported in the loaded dataset |
| Pricewaterhouse Coopers, Llp | ADVISOR | $60,000 | not reported in the loaded dataset |
| Strategic Advisors | ADVISOR | $39,249 | not reported in the loaded dataset |
| Fidelity Invs Inst Oper Co, LLC | RECORDKEEPER | $10,721 | $0 |
| Tiaa-Cref | ADVISOR | $5,425 | $0 |