2023 Form 5500 filing — The University Of The Arts 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 20250217105956NAL0004206818001) for The University Of The Arts Defined Contribution Retirement Plan, reported by The University Of The Arts under EIN 23-1639911 and plan number 001. It reports 955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$99.1MReported net assets$99,054,681
Participants955
Provider compensation$57.8K3 Schedule C row(s)$57,762
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250217105956NAL0004206818001
Plan sponsor
The University Of The Arts
EIN
23-1639911
Plan number
001
Location
Voorhees, NJ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$99.1M total assets
Net assets$99.1MLiabilities$0
Money in vs. money out
Total income / additions$13.8M
Total expenses$6.1M
Benefits paid / distributions$6M
Contributions
Employer$755.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$99,054,681
Total liabilities (EOY)
$0
Net assets (EOY)
$99,054,681
Employer contributions
$755,551
Participant contributions
$1,100,660
Total income / additions
$13,849,661
Benefits paid
$6,037,255
Administrative expenses
$57,762
Total expenses
$6,095,017
Net increase / (decrease)
$7,754,644

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLCNONE$41,112not reported in the loaded dataset
Baker Tilly Us, LlpNONE$16,100not reported in the loaded dataset
TiaaNONE$550$0

Related Form 5500 pages