2023 Form 5500 filing — New York University Supplemental Tax Deferred Annuity 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 20240805144432NAL0003426754001) for New York University Supplemental Tax Deferred Annuity Plan, reported by New York University under EIN 13-5562308 and plan number 004. It reports 22,135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2BReported net assets$1,170,500,985
Participants22.1K22,135
Provider compensation$160.1K1 Schedule C row(s)$160,051
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805144432NAL0003426754001
- Plan sponsor
- New York University
- EIN
- 13-5562308
- Plan number
- 004
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2B total assets
Net assets$1.2BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,170,500,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,170,500,985
- Participant contributions
- $13,305,365
- Total income / additions
- $173,465,735
- Benefits paid
- $75,912,605
- Administrative expenses
- $160,051
- Total expenses
- $76,160,102
- Net increase / (decrease)
- $97,305,633
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $160,051 | $0 |