St. Mary'S University Defined Contribution Retirement Plan — Form 5500 plan (St. Mary'S 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, St. Mary'S University Defined Contribution Retirement Plan is a benefit plan reported by St. Mary'S University under EIN 74-1143128 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,343 participants and $180,725,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Mary'S University
- EIN
- 74-1143128
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 1,343
- End-of-year plan assets
- $180,725,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,343 | H, C | 20240814133039NAL0025628946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,725,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,725,960
- Net assets (BOY)
- $169,500,756
Income & contributions
- Employer contributions
- $2,184,133
- Participant contributions
- $3,437,462
- Total contributions
- $5,713,853
- Total income / additions
- $28,707,027
Expenses & distributions
- Benefits paid
- $17,287,152
- Administrative expenses
- $194,671
- Total expenses
- $17,481,823
- Net increase / (decrease)
- $11,225,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $106,945 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $77,670 | $0 | 2023 |
| Ernst & Young Llp | NONE | $6,870 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst. Ops. Co. | NONE | $1,820 | $0 | 2023 |
| Tiaa Association Of America | NONE | $795 | $0 | 2023 |
| Charles Schwab & Co, Inc. | NONE | $8 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Mary'S University
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Fidelity Investments Inst. Ops. Co. — Schedule C compensation
- Tiaa Association Of America — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation