University Of San Francisco Defined Contribution Retirement Plan — Form 5500 plan (University Of San Francisco)
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 San Francisco Defined Contribution Retirement Plan is a benefit plan reported by University Of San Francisco under EIN 94-1156628 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,164 participants and $418,838,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of San Francisco
- EIN
- 94-1156628
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 3,164
- End-of-year plan assets
- $418,838,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,164 | H, C | 20241004181310NAL0005920819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $418,838,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $418,838,584
- Net assets (BOY)
- $360,953,782
Income & contributions
- Employer contributions
- $15,731,453
- Total contributions
- $15,731,453
- Total income / additions
- $71,960,904
Expenses & distributions
- Benefits paid
- $13,722,997
- Administrative expenses
- $225,104
- Total expenses
- $14,076,102
- Net increase / (decrease)
- $57,884,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPING | $130,483 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT MANAGEMENT | $46,448 | not reported in the loaded dataset | 2023 |
| Moss Adams, Llp | ACCOUNTING | $24,675 | not reported in the loaded dataset | 2023 |
| Jones Day | LEGAL | $23,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of San Francisco
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Tiaa — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Moss Adams, Llp — Schedule C compensation
- Jones Day — Schedule C compensation