University Of Miami Retirement Savings Plan — Form 5500 plan (University Of Miami)
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 Miami Retirement Savings Plan is a benefit plan reported by University Of Miami under EIN 59-0624458 and plan number 005. The latest loaded filing year is 2023. The filing reports 19,270 participants and $1,720,804,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Miami
- EIN
- 59-0624458
- Plan number
- 005
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
- Participants
- 19,270
- End-of-year plan assets
- $1,720,804,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,270 | H, C | 20241003113716NAL0017573152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,720,804,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,720,804,746
- Net assets (BOY)
- $1,361,290,787
Income & contributions
- Employer contributions
- $96,017,496
- Participant contributions
- $74,722,555
- Total contributions
- $180,758,085
- Total income / additions
- $433,069,994
Expenses & distributions
- Benefits paid
- $71,407,949
- Administrative expenses
- $2,002,928
- Total expenses
- $73,557,085
- Net increase / (decrease)
- $359,512,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Ops Co In | RECORDKEEPER | $838,211 | $0 | 2023 |
| Strategic Advisors, Inc | NONE | $576,132 | not reported in the loaded dataset | 2023 |
| Absolute Capital | NONE | $573,812 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Com | RECORDKEEPER | $16,334 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $2,168 | $0 | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Miami
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Gables, FL
- Fidelity Investments Inst Ops Co In — Schedule C compensation
- Strategic Advisors, Inc — Schedule C compensation
- Absolute Capital — Schedule C compensation
- Variable Annuity Life Insurance Com — Schedule C compensation
- Tiaa — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation