2023 Form 5500 filing — Yeshiva University Retirement Income Plan (Basic 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 20241014154637NAL0027766689001) for Yeshiva University Retirement Income Plan (Basic Plan), reported by Yeshiva University under EIN 13-1624225 and plan number 001. It reports 3,941 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154637NAL0027766689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yeshiva University
- EIN
- 13-1624225
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,941
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $684,229,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $684,229,537
- Employer contributions
- $4,373,450
- Participant contributions
- $9,175,353
- Total income / additions
- $117,808,668
- Benefits paid
- $57,233,526
- Administrative expenses
- $273,147
- Total expenses
- $57,536,263
- Net increase / (decrease)
- $60,272,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $118,769 | not reported in the loaded dataset |
| Captrust | CONSULTANT | $81,877 | not reported in the loaded dataset |
| Seyfarth | CONSULTANT | $27,914 | not reported in the loaded dataset |
| Crowe Llp | CONSULTANT | $27,081 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$361,521 | $0 |