Plan5500

University Of The Incarnate Word Retirement Healthcare Savings Program — Form 5500 plan (University Of The Incarnate Word)

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 Of The Incarnate Word Retirement Healthcare Savings Program is a benefit plan reported by University Of The Incarnate Word under EIN 74-1109661 and plan number 507. The latest loaded filing year is 2023. The filing reports 1,110 participants and $13,246,753 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,246,753
Participants1.1KCovered participants reported1,110
Assets / participant$11.9KComputed: assets ÷ participants$11,934 (computed)
Provider compensation$74.9K1 Schedule C provider row(s)$74,887
Plan sponsor
University Of The Incarnate Word
EIN
74-1109661
Plan number
507
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,110 participants · 2Sch HSch C
    View filing →
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)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$450.4K
Benefits paid / distributions$375.5K
Contributions
Employer$698.3K
Participant$23.6K
Full reported line items

Net assets

Total assets (EOY)
$13,246,753
Total liabilities (EOY)
$0
Net assets (EOY)
$13,246,753
Net assets (BOY)
$11,323,439

Income & contributions

Employer contributions
$698,258
Participant contributions
$23,623
Total contributions
$721,881
Total income / additions
$2,373,670

Expenses & distributions

Benefits paid
$375,469
Administrative expenses
$74,887
Total expenses
$450,356
Net increase / (decrease)
$1,923,314
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 97%Participant 3%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Emeriti Retirement Health Solutions$74.9K
    CONSULTANT · Direct $74.9K

What to inspect next

Frequently asked questions

Who sponsors the University Of The Incarnate Word Retirement Healthcare Savings Program?
University Of The Incarnate Word Retirement Healthcare Savings Program is reported as sponsored by University Of The Incarnate Word (EIN 74-1109661, plan number 507) in public Form 5500 filings.
What is the most recent Form 5500 filing year for University Of The Incarnate Word Retirement Healthcare Savings Program?
The latest Form 5500 filing year loaded for University Of The Incarnate Word Retirement Healthcare Savings Program is 2023.
How many participants does University Of The Incarnate Word Retirement Healthcare Savings Program report?
University Of The Incarnate Word Retirement Healthcare Savings Program reports 1,110 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for University Of The Incarnate Word Retirement Healthcare Savings Program?
University Of The Incarnate Word Retirement Healthcare Savings Program reports $13,246,753 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages