Long Island University Retirement Plan — Form 5500 plan (Long Island 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, Long Island University Retirement Plan is a benefit plan reported by Long Island University under EIN 11-1633516 and plan number 080. The latest loaded filing year is 2023. The filing reports 5,041 participants and $1,035,793,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Long Island University
- EIN
- 11-1633516
- Plan number
- 080
- Plan type
- 2
- Location
- Brookville, NY
- Latest filing year
- 2023
- Participants
- 5,041
- End-of-year plan assets
- $1,035,793,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,041 | H, C | 20240925150655NAL0005542131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,035,793,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,035,793,984
- Net assets (BOY)
- $961,996,830
Income & contributions
- Employer contributions
- $6,732,476
- Participant contributions
- $8,349,606
- Total contributions
- $15,815,172
- Total income / additions
- $137,564,188
Expenses & distributions
- Benefits paid
- $63,524,067
- Administrative expenses
- $203,212
- Total expenses
- $63,767,034
- Net increase / (decrease)
- $73,797,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc | NONE | $88,776 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Mgt. L.P. | NONE | $49,038 | not reported in the loaded dataset | 2023 |
| Nixon Peabody Llp | NONE | $32,948 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $27,825 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $4,625 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Long Island University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brookville, NY
- Aon Investments Usa Inc — Schedule C compensation
- Goldman Sachs Asset Mgt. L.P. — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Tiaa — Schedule C compensation