Emeriti Retirement Health Plan For University Of San Francisco — 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, Emeriti Retirement Health Plan For University Of San Francisco is a benefit plan reported by University Of San Francisco under EIN 94-1156628 and plan number 515. The latest loaded filing year is 2023. The filing reports 1,209 participants and $9,393,701 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.4MPlan net assets, end of year$9,393,701
Participants1.2KCovered participants reported1,209
Assets / participant$7.8KComputed: assets ÷ participants$7,770 (computed)
Provider compensation$61.3K1 Schedule C provider row(s)$61,260
- Plan sponsor
- University Of San Francisco
- EIN
- 94-1156628
- Plan number
- 515
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,209 | H, C | 20241004154440NAL0019891328001 |
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,393,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,393,701
- Net assets (BOY)
- $7,801,482
Income & contributions
- Employer contributions
- $433,202
- Participant contributions
- $245,309
- Total contributions
- $678,511
- Total income / additions
- $1,827,069
Expenses & distributions
- Benefits paid
- $173,590
- Administrative expenses
- $61,260
- Total expenses
- $234,850
- Net increase / (decrease)
- $1,592,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $61,260 | not reported in the loaded dataset | 2023 |