2023 Form 5500 filing — The Duke University Faculty And Staff Retirement 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 20241011153330NAL0011130307001) for The Duke University Faculty And Staff Retirement Plan, reported by Duke University under EIN 56-0532129 and plan number 001. It reports 65,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153330NAL0011130307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duke University
- EIN
- 56-0532129
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 65,515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,950,907,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,950,907,627
- Employer contributions
- $257,537,818
- Participant contributions
- $238,401,935
- Total income / additions
- $1,876,890,331
- Benefits paid
- $485,849,699
- Administrative expenses
- $2,752,685
- Total expenses
- $488,723,520
- Net increase / (decrease)
- $1,388,166,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,718,932 | $0 |
| Capfinancial Partners, LLC | ADVISOR | $25,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $8,753 | not reported in the loaded dataset |