American University Defined Contribution Retirement Plan — Form 5500 plan (American 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, American University Defined Contribution Retirement Plan is a benefit plan reported by American University under EIN 53-0196549 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,717 participants and $1,269,733,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American University
- EIN
- 53-0196549
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 7,717
- End-of-year plan assets
- $1,269,733,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,717 | H, C | 20250214103322NAL0048059746003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,269,733,433
- Net assets (EOY)
- $1,269,733,433
- Net assets (BOY)
- $1,141,643,477
Income & contributions
- Employer contributions
- $22,041,567
- Participant contributions
- $22,414,921
- Total contributions
- $50,964,133
- Total income / additions
- $200,392,036
Expenses & distributions
- Benefits paid
- $72,006,158
- Administrative expenses
- $289,866
- Total expenses
- $72,302,080
- Net increase / (decrease)
- $128,089,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invs Inst Oper Co, LLC | ADVISOR | $100,195 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners, LLC | ADVISOR | $94,301 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers, Llp | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | ADVISOR | $39,249 | not reported in the loaded dataset | 2023 |
| Fidelity Invs Inst Oper Co, LLC | RECORDKEEPER | $10,721 | $0 | 2023 |
| Tiaa-Cref | ADVISOR | $5,425 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American University
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Fidelity Invs Inst Oper Co, LLC — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Pricewaterhouse Coopers, Llp — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Tiaa-Cref — Schedule C compensation