University Of Southern California Tax-Deferred Annuity Plan — Form 5500 plan (University Of Southern California)
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 Southern California Tax-Deferred Annuity Plan is a benefit plan reported by University Of Southern California under EIN 95-1642394 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,620 participants and $4,277,911,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Southern California
- EIN
- 95-1642394
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 42,620
- End-of-year plan assets
- $4,277,911,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,620 | H, C | 20241011183345NAL0012856419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,277,911,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,277,911,652
- Net assets (BOY)
- $3,677,071,678
Income & contributions
- Participant contributions
- $214,348,432
- Total contributions
- $238,005,924
- Total income / additions
- $826,015,262
Expenses & distributions
- Benefits paid
- $224,523,437
- Administrative expenses
- $638,683
- Total expenses
- $225,175,288
- Net increase / (decrease)
- $600,839,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc | NONE | $345,956 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $251,837 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | -$53,790 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Southern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Vanguard Group Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation