The Association Of Universities For Research In Astronomy, Inc. 403(B) Savings Plan — Form 5500 plan (Association Of Universities For Research In Astronomy, Inc.)
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, The Association Of Universities For Research In Astronomy, Inc. 403(B) Savings Plan is a benefit plan reported by Association Of Universities For Research In Astronomy, Inc. under EIN 86-0138043 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,601 participants and $273,356,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Association Of Universities For Research In Astronomy, Inc.
- EIN
- 86-0138043
- Plan number
- 006
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,601
- End-of-year plan assets
- $273,356,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,601 | H, C | 20241014200921NAL0013813219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $273,356,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $273,356,916
- Net assets (BOY)
- $237,270,424
Income & contributions
- Participant contributions
- $12,380,816
- Total contributions
- $15,424,696
- Total income / additions
- $57,404,049
Expenses & distributions
- Benefits paid
- $21,100,818
- Administrative expenses
- $216,739
- Total expenses
- $21,317,557
- Net increase / (decrease)
- $36,086,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $56,619 | $0 | 2023 |
| Multnomah Group | ADVISOR | $24,998 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | OTHER SERVICE | $22,320 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Association Of Universities For Research In Astronomy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Fidelity Investments Institutional — Schedule C compensation
- Multnomah Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Tiaa-Cref — Schedule C compensation