University Of St. Thomas Retirement Plan — Form 5500 plan (University Of St. Thomas)
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, University Of St. Thomas Retirement Plan is a benefit plan reported by University Of St. Thomas under EIN 41-0693970 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,295 participants and $422,487,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of St. Thomas
- EIN
- 41-0693970
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 4,295
- End-of-year plan assets
- $422,487,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,295 | H, C | 20240930103057NAL0002554579002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $422,487,100
- Net assets (EOY)
- $422,487,100
- Net assets (BOY)
- $358,032,714
Income & contributions
- Employer contributions
- $10,573,324
- Participant contributions
- $9,918,764
- Total contributions
- $21,530,290
- Total income / additions
- $87,243,881
Expenses & distributions
- Benefits paid
- $22,002,823
- Administrative expenses
- $778,815
- Total expenses
- $22,866,915
- Net increase / (decrease)
- $64,376,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $216,386 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | $2,822 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $465 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of St. Thomas
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Tiaa — Schedule C compensation