Fielding Graduate University 403(B) Plan — Form 5500 plan (Fielding Graduate University)
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, Fielding Graduate University 403(B) Plan is a benefit plan reported by Fielding Graduate University under EIN 95-2882724 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $40,649,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fielding Graduate University
- EIN
- 95-2882724
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $40,649,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20250415161142NAL0001555267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,649,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,649,842
- Net assets (BOY)
- $42,124,994
Income & contributions
- Employer contributions
- $736,597
- Participant contributions
- $957,856
- Total contributions
- $1,835,064
- Total income / additions
- $6,252,849
Expenses & distributions
- Benefits paid
- $7,666,846
- Administrative expenses
- $56,186
- Total expenses
- $7,728,001
- Net increase / (decrease)
- -$1,475,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $56,186 | $0 | 2023 |