2023 Form 5500 filing — Boston University Supplemental Retirement And Savings 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 20241014142501NAL0026401665001) for Boston University Supplemental Retirement And Savings Plan, reported by Trustees Of Boston University under EIN 04-2103547 and plan number 005. It reports 21,205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142501NAL0026401665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Boston University
- EIN
- 04-2103547
- Plan number
- 005
- Location
- Boston, MA
- Participants
- 21,205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,564,264,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,564,264,970
- Participant contributions
- $91,326,461
- Total income / additions
- $312,667,959
- Benefits paid
- $88,914,519
- Administrative expenses
- $329,504
- Total expenses
- $89,244,023
- Net increase / (decrease)
- $223,423,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $333,083 | $0 |