# University Of Miami DB Plan
Source: https://planprovider.pro/companies/university-of-miami-590624458-001

> University Of Miami's DB plan: 1,788 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of Miami

- **Sponsor EIN:** 590624458

- **Sponsor Address:** P.O. BOX 248106, CORAL GABLES, FL, 331242902

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,788

- **Total Assets:** $567.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,788|$567.4M|$10.0M|$0|

| 2023|1,919|$578.3M|$15.0M|$0|

| 2022|2,051|$584.4M|$15.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$900,463|—|$900,463|

| UNIVERSITY OF MIAMI|Other Service Provider|$599,453|—|$599,453|

| ARROWSTREET CAPITAL LTD PARTNERSHIP|Other Service Provider|$448,488|—|$448,488|

| PACIFIC INVESTMENT MANAGEMENT CO|Other Service Provider|$183,891|—|$183,891|

| NORTHERN TRUST|Custodian / Trustee|$182,774|—|$182,774|

| LOGAN CIRCLE PARTNERS, L.P.|Other Service Provider|$167,486|—|$167,486|

| NEPC|Recordkeeper|$164,222|—|$164,222|

| PARAMETRIC PORTFOLIO ASSOCIATES,LLC|Other Service Provider|$157,361|—|$157,361|

| WELLINGTON TRUST COMPANY|Other Service Provider|$129,765|—|$129,765|

| KPMG, LLP|Auditor|$54,120|—|$54,120|

| PWC US TAX LLP|Other Service Provider|$12,915|—|$12,915|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [NEPC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [KPMG, LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,000,938

- **Estimated Expense Ratio:** 0.529% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,670,523|$744,657|—|$35,000|—|

| 2023|$6,791,576|$953,471|—|$33,600|—|

| 2022|$4,835,021|$1,083,262|—|—|$1,321,267|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-miami-590624458-001)

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