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, Southwestern University Regular Retirement Plan For All Employees is a benefit plan reported by Southwestern University under EIN 74-1233796 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,085 participants and $111,022,361 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,022,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,022,361
- Net assets (BOY)
- $102,803,186
Income & contributions
- Employer contributions
- $1,700,477
- Participant contributions
- $1,652,709
- Total contributions
- $3,685,725
- Total income / additions
- $15,958,578
Expenses & distributions
- Benefits paid
- $7,720,669
- Administrative expenses
- $14,983
- Total expenses
- $7,739,403
- Net increase / (decrease)
- $8,219,175