Boston University Retirement Plan — Form 5500 plan (Trustees Of Boston University)

Plain-English plan 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, Boston University Retirement Plan is a benefit plan reported by Trustees Of Boston University under EIN 04-2103547 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,186 participants and $2,758,080,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Boston University
EIN
04-2103547
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
16,186
End-of-year plan assets
$2,758,080,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,186H, C20241014142251NAL0015092515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,758,080,647
Total liabilities (EOY)
$0
Net assets (EOY)
$2,758,080,647
Net assets (BOY)
$2,463,034,550

Income & contributions

Employer contributions
$94,865,684
Total contributions
$94,865,684
Total income / additions
$462,786,493

Expenses & distributions

Benefits paid
$165,969,638
Administrative expenses
$487,613
Total expenses
$166,457,251
Net increase / (decrease)
$296,329,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$482,435$02023
TiaaNONE$10,373$02023

Related Form 5500 pages