Plan5500

Excelsior University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Excelsior University (EIN 16-1532850) is a plan sponsor located in Albany, NY with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1532850
Location
Albany, NY
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Excelsior University

  • 5 loaded plans hold $94.4M in reported assets.
  • The largest, The Excelsior University Retirement Plan, holds 63% of this company's reported plan assets.
  • Plans cover 2,530 reported participants.
  • 2 of 5 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$94.4MSummed across loaded plans$94,373,070
Total reported assets$94.4M$94,373,070
Total reported participants2.5K2,530
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$94.4M total assets
Net assets$94.4MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$1.8M
Total income / additions$16.4M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.4M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets63%The Excelsior University Retirement Plan
Participants per plan506Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Excelsior University Retirement Plan$59.3M
    Plan #001 · 1,088 participants · 2023
  2. 2
    Excelsior University Supplemental 403(B) Plan$35.1M
    Plan #002 · 827 participants · 2023
  3. 3
    Excelsior University Health Insurance Plannot reported in the loaded dataset
    Plan #501 · 269 participants · 2023
  4. 4
    Excelsior University Health Reimbursement Account Plannot reported in the loaded dataset
    Plan #506 · 260 participants · 2023
  5. 5
    Excelsior University Flexible Benefit Plannot reported in the loaded dataset
    Plan #505 · 86 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Excelsior University. Open one for its full reported snapshot.

  1. 2023
    Excelsior University Health Reimbursement Account Plan260 participants · 2No schedules
    View filing →
  2. 2023
    Excelsior University Health Insurance Plan269 participants · 2No schedules
    View filing →
  3. 2023
    Excelsior University Flexible Benefit Plan86 participants · 2No schedules
    View filing →
  4. 2023
    Excelsior University Supplemental 403(B) Plan827 participants · 2Sch HSch C
    View filing →
  5. 2023
    The Excelsior University Retirement Plan1,088 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Excelsior University report on Form 5500?
Excelsior University (EIN 16-1532850) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Excelsior University?
The Employer Identification Number (EIN) reported for Excelsior University is 16-1532850.
What is the latest Form 5500 filing year for Excelsior University?
The latest loaded Form 5500 filing year for Excelsior University is 2023.

Related Form 5500 pages