2023 Form 5500 filing — University Of Virginia Darden School Foundation 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 20250324122645NAL0006893171001) for University Of Virginia Darden School Foundation Retirement Plan, reported by University Of Virginia Darden School Foundation under EIN 54-6046419 and plan number 001. It reports 338 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)$26.2MReported net assets$26,172,967

Participants338

Provider compensation$95.1K2 Schedule C row(s)$95,145

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250324122645NAL0006893171001
Plan sponsor: University Of Virginia Darden School Foundation
EIN: 54-6046419
Plan number: 001
Location: Charlottesville, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$26.2M total assets

Net assets$26.2MLiabilities$0

Money in vs. money out

Total income / additions$5.9M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$1.1M

Participant$567.7K

Full reported line items

Total assets (EOY): $26,172,967
Total liabilities (EOY): $0
Net assets (EOY): $26,172,967
Employer contributions: $1,085,456
Participant contributions: $567,717
Total income / additions: $5,887,829
Benefits paid: $1,311,376
Administrative expenses: $95,145
Total expenses: $1,406,521
Net increase / (decrease): $4,481,308

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Lincoln National Corporation$62.1K
SERVICE PROVIDER · Direct $62.1K · Indirect $0
2
Mercer Investments LLC$33K
ADVISORY · Direct $33K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250324122645NAL0006893171001 cover?: It is the 2023 Form 5500 filing for University Of Virginia Darden School Foundation Retirement Plan, reported by University Of Virginia Darden School Foundation (EIN 54-6046419).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).