The University Of The Arts Defined Contribution Retirement Plan — Form 5500 plan (The University Of The Arts)
Plain-English plan 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, The University Of The Arts Defined Contribution Retirement Plan is a benefit plan reported by The University Of The Arts under EIN 23-1639911 and plan number 001. The latest loaded filing year is 2023. The filing reports 955 participants and $99,054,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The University Of The Arts
- EIN
- 23-1639911
- Plan number
- 001
- Plan type
- 2
- Location
- Voorhees, NJ
- Latest filing year
- 2023
- Participants
- 955
- End-of-year plan assets
- $99,054,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 955 | H, C | 20250217105956NAL0004206818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,054,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,054,681
- Net assets (BOY)
- $91,300,037
Income & contributions
- Employer contributions
- $755,551
- Participant contributions
- $1,100,660
- Total contributions
- $2,061,330
- Total income / additions
- $13,849,661
Expenses & distributions
- Benefits paid
- $6,037,255
- Administrative expenses
- $57,762
- Total expenses
- $6,095,017
- Net increase / (decrease)
- $7,754,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $41,112 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $16,100 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $550 | $0 | 2023 |