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, Trinity University 403(B) Retirement Plan is a benefit plan reported by Trinity University under EIN 74-1109633 and plan number 401. The latest loaded filing year is 2023. The filing reports 1,822 participants and $340,274,012 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $340,274,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $340,274,012
- Net assets (BOY)
- $305,431,951
Income & contributions
- Employer contributions
- $7,735,670
- Participant contributions
- $3,817,909
- Total contributions
- $15,229,632
- Total income / additions
- $56,828,978
Expenses & distributions
- Benefits paid
- $21,797,366
- Administrative expenses
- $189,551
- Total expenses
- $21,986,917
- Net increase / (decrease)
- $34,842,061