2023 Form 5500 filing — Hofstra University Pension 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 20241009142209NAL0019423137001) for Hofstra University Pension Plan, reported by Hofstra University under EIN 11-1630906 and plan number 001. It reports 3,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142209NAL0019423137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hofstra University
- EIN
- 11-1630906
- Plan number
- 001
- Location
- Hempstead, NY
- Participants
- 3,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,175,232,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,175,232,888
- Employer contributions
- $16,999,884
- Participant contributions
- $16,945,648
- Total income / additions
- $193,384,398
- Benefits paid
- $60,749,120
- Administrative expenses
- $307,336
- Total expenses
- $61,056,456
- Net increase / (decrease)
- $132,327,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rocaton Investment Advisors, LLC | PLAN INVESTMENT ADVISOR | $202,312 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | PLAN CONSULTANT | $61,084 | not reported in the loaded dataset |
| Bdo Usa, Llp | AUDITORS | $32,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | LEGAL COUNSEL | $8,862 | not reported in the loaded dataset |