Samford University Pension Plan — Form 5500 plan (Samford 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, Samford University Pension Plan is a benefit plan reported by Samford University under EIN 63-0312914 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,441 participants and $180,981,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samford University
- EIN
- 63-0312914
- Plan number
- 004
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 1,441
- End-of-year plan assets
- $180,981,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,441 | H, C | 20241008113752NAL0017476753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,981,030
- Total liabilities (EOY)
- $9,460
- Net assets (EOY)
- $180,971,570
- Net assets (BOY)
- $180,492,905
Income & contributions
- Employer contributions
- $4,622,567
- Total contributions
- $4,622,567
- Total income / additions
- $22,735,902
Expenses & distributions
- Benefits paid
- $20,486,558
- Administrative expenses
- $1,770,679
- Total expenses
- $22,257,237
- Net increase / (decrease)
- $478,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | ACTUARY | $201,405 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $135,523 | not reported in the loaded dataset | 2023 |
| Prime, Buchholz & Associates, Inc | CONSULTING | $112,931 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | INVESTMENT MGR | $57,763 | $812 | 2023 |
| Champlain Investment Partners LLC | INVESTMENT MGR | $39,719 | not reported in the loaded dataset | 2023 |
| Alston & Bird Llp | ATTORNEY | $27,534 | not reported in the loaded dataset | 2023 |
| Crowe Llp | AUDITOR | $27,125 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | INVESTMENT MGR | $25,896 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samford University
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Usi Consulting Group — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Prime, Buchholz & Associates, Inc — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Champlain Investment Partners LLC — Schedule C compensation
- Alston & Bird Llp — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation