Duke 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, Duke University (EIN 56-0532129) is a plan sponsor located in Durham, NC 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
- 56-0532129
- Location
- Durham, NC
- Loaded plans
- 5
- Total reported participants
- 147,599
- Total reported plan assets (EOY)
- $11,569,695,835
- Plans with financial data
- 3
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Duke University Faculty And Staff Retirement Plan | 001 | 65,515 | $8,950,907,627 | 2023 |
| Employees' Retirement Plan Of Duke University | 002 | 36,103 | $2,616,859,519 | 2023 |
| The Duke University Commissioned Police Officers Supplemental Retirement Plan | 004 | 90 | $1,928,689 | 2023 |
| Duke University Welfare And Fringe Benefits Plan | 524 | 39,706 | not reported in the loaded dataset | 2023 |
| Duke University Retiree Health Plan | 525 | 6,185 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Duke University Welfare And Fringe Benefits Plan | 39,706 | — | 20241004131200NAL0012244161007 |
| 2023 | Duke University Retiree Health Plan | 6,185 | — | 20241004141200NAL0006761267001 |
| 2023 | The Duke University Commissioned Police Officers Supplemental Retirement Plan | 90 | I | 20241011153121NAL0022233137001 |
| 2023 | The Duke University Faculty And Staff Retirement Plan | 65,515 | H, C | 20241011153330NAL0011130307001 |
| 2023 | Employees' Retirement Plan Of Duke University | 36,103 | H, C | 20250411105920NAL0014061139001 |