Saint Louis University Retirement Plan — Form 5500 plan (Saint Louis 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, Saint Louis University Retirement Plan is a benefit plan reported by Saint Louis University under EIN 43-0654872 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,209 participants and $708,895,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Louis University
- EIN
- 43-0654872
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 8,209
- End-of-year plan assets
- $708,895,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,209 | H, C | 20241011134909NAL0022870625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $708,895,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $708,895,214
- Net assets (BOY)
- $659,486,380
Income & contributions
- Employer contributions
- $17,283,408
- Total contributions
- $17,579,284
- Total income / additions
- $103,332,490
Expenses & distributions
- Benefits paid
- $53,550,790
- Administrative expenses
- $353,907
- Total expenses
- $53,923,656
- Net increase / (decrease)
- $49,408,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $234,629 | $0 | 2023 |
| Saint Louis University | NONE | $66,829 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $32,605 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $14,438 | not reported in the loaded dataset | 2023 |
| Specialty Mailing Inc. | NONE | $5,406 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Louis University
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Tiaa — Schedule C compensation
- Saint Louis University — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Specialty Mailing Inc. — Schedule C compensation