The University Of Phoenix, Inc. Savings And Investment Plan — Form 5500 plan (The University Of Phoenix, 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 University Of Phoenix, Inc. Savings And Investment Plan is a benefit plan reported by The University Of Phoenix, Inc. under EIN 94-2473210 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,013 participants and $534,247,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The University Of Phoenix, Inc.
- EIN
- 94-2473210
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 10,013
- End-of-year plan assets
- $534,247,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,013 | H, C | 20241003131749NAL0019693394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $534,247,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $534,247,186
- Net assets (BOY)
- $479,586,939
Income & contributions
- Employer contributions
- $5,561,071
- Participant contributions
- $23,194,038
- Total contributions
- $29,834,580
- Total income / additions
- $96,879,058
Expenses & distributions
- Benefits paid
- $41,724,561
- Administrative expenses
- $452,479
- Total expenses
- $42,218,811
- Net increase / (decrease)
- $54,660,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $398,333 | $0 | 2023 |
| Alliant Insurance Services Inc | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Cbiz Mhm, LLC | NONE | $24,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The University Of Phoenix, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Alliant Insurance Services Inc — Schedule C compensation
- Cbiz Mhm, LLC — Schedule C compensation