University Athletic Association 403b Plan — 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 403b Plan is a benefit plan reported by University Athletic Association Inc. under EIN 59-6002050 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $7,163,014 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.2MPlan net assets, end of year$7,163,014
Participants109Covered participants reported
Assets / participant$65.7KComputed: assets ÷ participants$65,716 (computed)
Provider compensation$4.2K1 Schedule C provider row(s)$4,160
- Plan sponsor
- University Athletic Association Inc.
- EIN
- 59-6002050
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20240529145220NAL0012215761001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,163,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,163,014
- Net assets (BOY)
- $4,829,507
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,235,510
- Total contributions
- $1,688,214
- Total income / additions
- $2,645,675
Expenses & distributions
- Benefits paid
- $308,009
- Administrative expenses
- $4,159
- Total expenses
- $312,168
- Net increase / (decrease)
- $2,333,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,160 | $0 | 2023 |