Southern Methodist University

Pennsylvania
Registered In
08/15/2018
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Southern Methodist University in Pennsylvania was registered on 08/15/2018. The status for this business is listed as active.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Foreign Nonprofit Corporation
Status
Active
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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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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor Internal Revenue Service
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