University Of San Diego Defined Contribution Retirement Plan — Form 5500 plan (University Of San Diego)
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 Diego Defined Contribution Retirement Plan is a benefit plan reported by University Of San Diego under EIN 95-2544535 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,391 participants and $718,769,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of San Diego
- EIN
- 95-2544535
- Plan number
- 003
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 4,391
- End-of-year plan assets
- $718,769,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,391 | H, C | 20241007141041NAL0007661763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $718,769,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $718,769,076
- Net assets (BOY)
- $632,077,886
Income & contributions
- Employer contributions
- $17,083,817
- Participant contributions
- $11,613,793
- Total contributions
- $32,607,195
- Total income / additions
- $130,435,775
Expenses & distributions
- Benefits paid
- $43,354,622
- Administrative expenses
- $366,805
- Total expenses
- $43,744,585
- Net increase / (decrease)
- $86,691,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Ops Co., Inc | NONE | $146,378 | $0 | 2023 |
| Tiaa | NONE | $100,765 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co. | NONE | $23,287 | $0 | 2023 |
| Torrey Wealth LLC | NONE | $10,826 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research, Inc. | NONE | $10,036 | not reported in the loaded dataset | 2023 |
| Dws Distributors, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of San Diego
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Fidelity Inv Inst Ops Co., Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Variable Annuity Life Insurance Co. — Schedule C compensation
- Torrey Wealth LLC — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation
- Dws Distributors, Inc. — Schedule C compensation