Boston University Supplemental Retirement And Savings 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 Supplemental Retirement And Savings Plan is a benefit plan reported by Trustees Of Boston University under EIN 04-2103547 and plan number 005. The latest loaded filing year is 2023. The filing reports 21,205 participants and $1,564,264,970 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
005
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
21,205
End-of-year plan assets
$1,564,264,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,205H, C20241014142501NAL0026401665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,564,264,970
Total liabilities (EOY)
$0
Net assets (EOY)
$1,564,264,970
Net assets (BOY)
$1,339,557,889

Income & contributions

Participant contributions
$91,326,461
Total contributions
$104,512,513
Total income / additions
$312,667,959

Expenses & distributions

Benefits paid
$88,914,519
Administrative expenses
$329,504
Total expenses
$89,244,023
Net increase / (decrease)
$223,423,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$333,083$02023

Related Form 5500 pages