2023 Form 5500 filing — New York University Retiree Health & Welfare Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805140036NAL0002428368001) for New York University Retiree Health & Welfare Plan, reported by New York University under EIN 13-5562308 and plan number 520. It reports 2,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240805140036NAL0002428368001
Filing year
2023
Form type
2
Plan sponsor
New York University
EIN
13-5562308
Plan number
520
Location
New York, NY
Participants
2,987
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$226,039,716
Total liabilities (EOY)
$932,933
Net assets (EOY)
$225,106,783
Employer contributions
$33,160,594
Participant contributions
$2,674,317
Total income / additions
$67,274,900
Benefits paid
$22,721,687
Administrative expenses
$1,206,832
Total expenses
$23,928,519
Net increase / (decrease)
$43,346,381
Schedule source
Schedule H

Related Form 5500 pages