Plan5500

The George Washington University Retirement Plan For Faculty And Staff — Form 5500 plan (The George Washington 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, The George Washington University Retirement Plan For Faculty And Staff is a benefit plan reported by The George Washington University under EIN 53-0196584 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,578 participants and $1,316,563,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The George Washington University
EIN
53-0196584
Plan number
001
Plan type
2
Location
Ashburn, VA
Latest filing year
2023
Participants
13,578
End-of-year plan assets
$1,316,563,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,578H, C20241004141017NAL0011508817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,316,563,126
Total liabilities (EOY)
$0
Net assets (EOY)
$1,316,563,126
Net assets (BOY)
$1,154,652,832

Income & contributions

Employer contributions
$41,099,213
Total contributions
$41,211,748
Total income / additions
$227,907,660

Expenses & distributions

Benefits paid
$65,997,366
Administrative expenses
$0
Total expenses
$65,997,366
Net increase / (decrease)
$161,910,294

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grant Thornton, LlpAUDITOR$26,776not reported in the loaded dataset2023
Capfinancial PartnersINVESTMENT ADVISOR$21,708not reported in the loaded dataset2023
Coastal Pension ServicesCONTRACTOR ADMINISTRATOR$6,100not reported in the loaded dataset2023

Related Form 5500 pages