Plan5500

Loyola University Retirement Plan — Form 5500 plan (Loyola University New Orleans)

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, Loyola University Retirement Plan is a benefit plan reported by Loyola University New Orleans under EIN 72-0408946 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,905 participants and $270,024,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loyola University New Orleans
EIN
72-0408946
Plan number
003
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
1,905
End-of-year plan assets
$270,024,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,905H, C20241015114648NAL0028242657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$270,024,566
Total liabilities (EOY)
$0
Net assets (EOY)
$270,024,566
Net assets (BOY)
$188,542,297

Income & contributions

Employer contributions
$867,576
Participant contributions
$2,340,051
Total contributions
$3,323,923
Total income / additions
$33,143,716

Expenses & distributions

Benefits paid
$19,838,911
Administrative expenses
$173,224
Total expenses
$20,012,135
Net increase / (decrease)
$13,131,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$87,391$02023
Cbiz Investment Adv. Services LLCNONE$50,376not reported in the loaded dataset2023
Wegmann Dazet & Co.NONE$32,457not reported in the loaded dataset2023

Related Form 5500 pages