Xavier University Defined Contribution Retirement Plan — Form 5500 plan (Xavier University)
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, Xavier University Defined Contribution Retirement Plan is a benefit plan reported by Xavier University under EIN 31-0537516 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,474 participants and $388,923,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xavier University
- EIN
- 31-0537516
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 2,474
- End-of-year plan assets
- $388,923,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,474 | H, C | 20241009141535NAL0019413857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $388,923,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $388,923,962
- Net assets (BOY)
- $348,618,203
Income & contributions
- Employer contributions
- $6,790,203
- Participant contributions
- $7,729,406
- Total contributions
- $15,653,152
- Total income / additions
- $66,024,099
Expenses & distributions
- Benefits paid
- $25,463,916
- Administrative expenses
- $234,621
- Total expenses
- $25,718,340
- Net increase / (decrease)
- $40,305,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $108,278 | $0 | 2023 |
| Cornerstone Advisors Asset Mgt LLC | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Plante & Moran, LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Bricker & Graydon Llp | NONE | $10,144 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xavier University
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Tiaa — Schedule C compensation
- Cornerstone Advisors Asset Mgt LLC — Schedule C compensation
- Plante & Moran, LLC — Schedule C compensation
- Bricker & Graydon Llp — Schedule C compensation