Southern Methodist University

North Carolina
Registered In
07/05/2017
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Southern Methodist University in Dallas, TX was registered on 07/05/2017. It is listed at 6425 Boaz Ln, Dallas, Tx 75205.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Non-Profit Corporation
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
Texas
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People

Ct Corporation System Registered Agent
160 MINE LAKE CT STE 200, RALEIGH, NC 27615

Map & Locations

6425 BOAZ LN, DALLAS, TX 75205 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financials

Financial Information for Southern Methodist University

Form 5500

SOUTHERN METHODIST UNIVERSITY

3140 Dyer ST Ms261 6116 N Central Expressway, STE 203, Dallas, Tx 75275 (214) 768-2004 EIN:75-0800689 Plan Admin:Sheri A. Starkey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSMU DENTAL PLAN Plan #501 Participants BOY/EOY4,514 / 0 Assets BOY/EOY$0 / $0 2023 SMU DENTAL PLAN - Plan #501 4,514 / 0 $0 / $0
2023 Plan NameSMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS Plan #506 Participants BOY/EOY2,688 / 0 Assets BOY/EOY$0 / $0 2023 SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS - Plan #506 2,688 / 0 $0 / $0
2023 Plan NameSMU BASIC GROUP LIFE INSURANCE Plan #503 Participants BOY/EOY2,397 / 0 Assets BOY/EOY$0 / $0 2023 SMU BASIC GROUP LIFE INSURANCE - Plan #503 2,397 / 0 $0 / $0
2023 Plan NameSOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS Plan #502 Participants BOY/EOY4,731 / 0 Assets BOY/EOY$0 / $0 2023 SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS - Plan #502 4,731 / 0 $0 / $0
2022 Plan NameSOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN Plan #002 Participants BOY/EOY4,792 / 4,870 Assets BOY/EOY$1,109,283,764 / $932,153,525 2022 SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN - Plan #002 4,792 / 4,870 $1,109,283,764 / $932,153,525
2022 Plan NameEMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY Plan #507 Participants BOY/EOY2,945 / 0 Assets BOY/EOY$49,571,770 / $44,670,693 2022 EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY - Plan #507 2,945 / 0 $49,571,770 / $44,670,693
2022 Plan NameSMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS Plan #506 Participants BOY/EOY2,785 / 0 Assets BOY/EOY$0 / $0 2022 SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS - Plan #506 2,785 / 0 $0 / $0
2022 Plan NameSMU BASIC GROUP LIFE INSURANCE Plan #503 Participants BOY/EOY2,404 / 0 Assets BOY/EOY$0 / $0 2022 SMU BASIC GROUP LIFE INSURANCE - Plan #503 2,404 / 0 $0 / $0
2022 Plan NameSOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS Plan #502 Participants BOY/EOY4,778 / 0 Assets BOY/EOY$0 / $0 2022 SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS - Plan #502 4,778 / 0 $0 / $0
2022 Plan NameSMU DENTAL PLAN Plan #501 Participants BOY/EOY4,497 / 0 Assets BOY/EOY$0 / $0 2022 SMU DENTAL PLAN - Plan #501 4,497 / 0 $0 / $0
2021 Plan NameSOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN Plan #002 Participants BOY/EOY4,797 / 4,786 Assets BOY/EOY$1,002,493,971 / $1,109,283,764 2021 SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN - Plan #002 4,797 / 4,786 $1,002,493,971 / $1,109,283,764
2021 Plan NameEMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY Plan #507 Participants BOY/EOY2,892 / 0 Assets BOY/EOY$43,372,145 / $49,571,770 2021 EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY - Plan #507 2,892 / 0 $43,372,145 / $49,571,770
2021 Plan NameSMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS Plan #506 Participants BOY/EOY2,909 / 0 Assets BOY/EOY$0 / $0 2021 SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS - Plan #506 2,909 / 0 $0 / $0
2021 Plan NameSMU DENTAL PLAN Plan #501 Participants BOY/EOY4,550 / 0 Assets BOY/EOY$0 / $0 2021 SMU DENTAL PLAN - Plan #501 4,550 / 0 $0 / $0
2021 Plan NameSOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS Plan #502 Participants BOY/EOY4,875 / 0 Assets BOY/EOY$0 / $0 2021 SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS - Plan #502 4,875 / 0 $0 / $0
2021 Plan NameSMU BASIC GROUP LIFE INSURANCE Plan #503 Participants BOY/EOY2,446 / 0 Assets BOY/EOY$0 / $0 2021 SMU BASIC GROUP LIFE INSURANCE - Plan #503 2,446 / 0 $0 / $0
2020 Plan NameSOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN Plan #002 Participants BOY/EOY4,819 / 4,794 Assets BOY/EOY$877,922,359 / $1,002,493,971 2020 SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN - Plan #002 4,819 / 4,794 $877,922,359 / $1,002,493,971
2020 Plan NameEMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY Plan #507 Participants BOY/EOY2,858 / 0 Assets BOY/EOY$36,284,329 / $43,372,145 2020 EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY - Plan #507 2,858 / 0 $36,284,329 / $43,372,145
2020 Plan NameSMU DENTAL PLAN Plan #501 Participants BOY/EOY4,474 / 4,677 Assets BOY/EOY$0 / $0 2020 SMU DENTAL PLAN - Plan #501 4,474 / 4,677 $0 / $0
2020 Plan NameSMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS Plan #506 Participants BOY/EOY2,775 / 2,909 Assets BOY/EOY$0 / $0 2020 SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS - Plan #506 2,775 / 2,909 $0 / $0
2020 Plan NameSOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS Plan #502 Participants BOY/EOY4,843 / 5,007 Assets BOY/EOY$0 / $0 2020 SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS - Plan #502 4,843 / 5,007 $0 / $0
2020 Plan NameSMU BASIC GROUP LIFE INSURANCE Plan #503 Participants BOY/EOY2,476 / 2,446 Assets BOY/EOY$0 / $0 2020 SMU BASIC GROUP LIFE INSURANCE - Plan #503 2,476 / 2,446 $0 / $0
2019 Plan NameSOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN Plan #002 Participants BOY/EOY5,266 / 4,814 Assets BOY/EOY$745,272,576 / $877,922,359 2019 SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN - Plan #002 5,266 / 4,814 $745,272,576 / $877,922,359
2019 Plan NameEMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY Plan #507 Participants BOY/EOY2,756 / 0 Assets BOY/EOY$28,967,401 / $36,284,329 2019 EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY - Plan #507 2,756 / 0 $28,967,401 / $36,284,329
2019 Plan NameSOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS Plan #502 Participants BOY/EOY4,984 / 4,998 Assets BOY/EOY$0 / $0 2019 SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS - Plan #502 4,984 / 4,998 $0 / $0
2019 Plan NameSMU BASIC GROUP LIFE INSURANCE Plan #503 Participants BOY/EOY2,469 / 2,476 Assets BOY/EOY$0 / $0 2019 SMU BASIC GROUP LIFE INSURANCE - Plan #503 2,469 / 2,476 $0 / $0
2019 Plan NameSMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS Plan #506 Participants BOY/EOY2,756 / 2,775 Assets BOY/EOY$0 / $0 2019 SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS - Plan #506 2,756 / 2,775 $0 / $0
2019 Plan NameSMU DENTAL PLAN Plan #501 Participants BOY/EOY4,463 / 4,634 Assets BOY/EOY$0 / $0 2019 SMU DENTAL PLAN - Plan #501 4,463 / 4,634 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

SOUTHERN METHODIST UNIVERSITY

3140 Dyer ST Ms261, Dallas, Tx 75205-1977 EIN:75-0800689 Deductibility:Contributions are deductible Classification:Educational Organization Type:Universities
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps6092 Contributions$247,852,833 Revenue$1,151,429,320 Expenses$839,825,116 Assets EOY$4,000,720,929 Liabilities$717,502,278 2022 6092 $247,852,833 $1,151,429,320 $839,825,116 $4,000,720,929 $717,502,278
2021 # of Emps6059 Contributions$153,300,570 Revenue$1,003,801,549 Expenses$810,503,242 Assets EOY$3,898,903,775 Liabilities$735,203,529 2021 6059 $153,300,570 $1,003,801,549 $810,503,242 $3,898,903,775 $735,203,529
2020 # of Emps6467 Contributions$198,610,129 Revenue$940,657,128 Expenses$840,116,277 Assets EOY$3,480,437,552 Liabilities$899,332,536 2020 6467 $198,610,129 $940,657,128 $840,116,277 $3,480,437,552 $899,332,536
2019 # of Emps6415 Contributions$106,642,309 Revenue$862,530,216 Expenses$780,822,872 Assets EOY$3,219,199,659 Liabilities$1,016,364,494 2019 6415 $106,642,309 $862,530,216 $780,822,872 $3,219,199,659 $1,016,364,494
2018 # of Emps6293 Contributions$96,821,224 Revenue$850,560,318 Expenses$744,735,215 Assets EOY$3,281,984,214 Liabilities$1,154,877,970 2018 6293 $96,821,224 $850,560,318 $744,735,215 $3,281,984,214 $1,154,877,970
Tax Returns based on Form 990 & 990N.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor • Internal Revenue Service
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