Depaul University 403(B) Retirement Plan — Form 5500 plan (Depaul 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, Depaul University 403(B) Retirement Plan is a benefit plan reported by Depaul University under EIN 36-2167048 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,908 participants and $1,204,694,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Depaul University
EIN
36-2167048
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
7,908
End-of-year plan assets
$1,204,694,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,908H, C20240618154102NAL0006275282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,204,694,768
Total liabilities (EOY)
$0
Net assets (EOY)
$1,204,694,768
Net assets (BOY)
$1,051,424,138

Income & contributions

Employer contributions
$19,196,465
Participant contributions
$25,004,270
Total contributions
$47,203,002
Total income / additions
$231,370,836

Expenses & distributions

Benefits paid
$77,777,798
Administrative expenses
$322,408
Total expenses
$78,100,206
Net increase / (decrease)
$153,270,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co. Inc.NONE$297,890$02023
Multnomah Group, Inc.NONE$20,805not reported in the loaded dataset2023
Tiaa-Teachers Insurance & AnnuityNONE$3,713$02023

Related Form 5500 pages