2023 Form 5500 filing — Retirement Plan For Employees Of The Univ Of Miami
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 20250314134032NAL0022305969001) for Retirement Plan For Employees Of The Univ Of Miami, reported by University Of Miami under EIN 59-0624458 and plan number 001. It reports 5,454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314134032NAL0022305969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 001
- Location
- Coral Gables, FL
- Participants
- 5,454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $578,294,500
- Total liabilities (EOY)
- $9,808,896
- Net assets (EOY)
- $568,485,604
- Employer contributions
- $15,000,000
- Total income / additions
- $47,616,045
- Benefits paid
- $40,474,821
- Administrative expenses
- $6,791,576
- Total expenses
- $47,266,397
- Net increase / (decrease)
- $349,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,075,265 | not reported in the loaded dataset |
| University Of Miami | NONE | $618,589 | not reported in the loaded dataset |
| Arrowstreet Capital Ltd Partnership | NONE | $358,146 | not reported in the loaded dataset |
| Parametric Portfolio Associates,LLC | NONE | $218,295 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $188,495 | not reported in the loaded dataset |
| Logan Circle Partners, L.P. | NONE | $177,645 | not reported in the loaded dataset |
| Nepc | NONE | $173,433 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $117,854 | $0 |
| Wellington Trust Company | NONE | $97,681 | $0 |
| Kpmg, Llp | NONE | $49,600 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $8,925 | not reported in the loaded dataset |