2023 Form 5500 filing — Suffolk University Employee 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 20241015084637NAL0047081232001) for Suffolk University Employee Retirement Plan, reported by Suffolk University under EIN 04-2133255 and plan number 001. It reports 2,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084637NAL0047081232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suffolk University
- EIN
- 04-2133255
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 2,557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $479,384,495
- Net assets (EOY)
- $479,384,495
- Employer contributions
- $7,405,619
- Participant contributions
- $7,823,082
- Total income / additions
- $87,503,536
- Benefits paid
- $24,032,733
- Administrative expenses
- $346,145
- Total expenses
- $24,714,249
- Net increase / (decrease)
- $62,789,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Oper Comp, Inc. | RECORDKEEPER | $183,699 | $0 |
| Capfinancial Partners LLC | NONE | $65,673 | not reported in the loaded dataset |
| Tiaa- Teachers Insurance And Annuit | SERVICE PROVIDER | $48,950 | $0 |
| Caron & Bletzer, Pllc | NONE | $15,500 | not reported in the loaded dataset |
| Jackson Lewis Pc | NONE | $12,694 | not reported in the loaded dataset |
| David Carboni Dba Dkc Retirement | NONE | $7,250 | not reported in the loaded dataset |