University Athletic Association, Inc. Employees' Money Purchase Pension — Form 5500 plan (University Athletic Association, Inc.)

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 Athletic Association, Inc. Employees' Money Purchase Pension is a benefit plan reported by University Athletic Association, Inc. under EIN 59-6002050 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $59,812,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Athletic Association, Inc.
EIN
59-6002050
Plan number
001
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
Participants
674
End-of-year plan assets
$59,812,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023674H, C20240529144410NAL0012200177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,812,938
Total liabilities (EOY)
$2,258
Net assets (EOY)
$59,810,680
Net assets (BOY)
$52,560,895

Income & contributions

Employer contributions
$1,710,988
Participant contributions
$0
Total contributions
$1,710,988
Total income / additions
$10,244,366

Expenses & distributions

Benefits paid
$2,989,752
Administrative expenses
$4,829
Total expenses
$2,994,581
Net increase / (decrease)
$7,249,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$4,988$02023

Related Form 5500 pages