Union Institute & University403(b)
UNION INSTITUTE & UNIVERSITY RETIREMENT PLAN · CINCINNATI, OH · plan year 2023
Union Institute & University reported $1,187 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio rose from 0.006% to 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Ohio (1,680th of 3,295), and 1,872nd of 3,091 in educational services.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 310747997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.