University Of Southern California Support Staff Retirement 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 Support Staff Retirement Plan is a benefit plan reported by University Of Southern California under EIN 95-1642394 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,682 participants and $136,777,659 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
004
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
3,682
End-of-year plan assets
$136,777,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,682H, C20241011183219NAL0012856147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,777,659
Total liabilities (EOY)
$54,778
Net assets (EOY)
$136,722,881
Net assets (BOY)
$125,306,006

Income & contributions

Employer contributions
$2,100,000
Total contributions
$2,100,000
Total income / additions
$16,235,746

Expenses & distributions

Benefits paid
$4,611,572
Administrative expenses
$207,299
Total expenses
$4,818,871
Net increase / (decrease)
$11,416,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Inst. Trust Co.INVESTMENT MANAGER$183,549not reported in the loaded dataset2023
The Bank Of New York MellonCUSTODIAN$23,750not reported in the loaded dataset2023

Related Form 5500 pages