Touro 403(B) Plan — Form 5500 plan (Touro 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, Touro 403(B) Plan is a benefit plan reported by Touro University under EIN 13-2676570 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,363 participants and $401,492,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Touro University
- EIN
- 13-2676570
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 5,363
- End-of-year plan assets
- $401,492,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,363 | H, C | 20241014155636NAL0015251123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $401,492,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,492,120
- Net assets (BOY)
- $342,181,148
Income & contributions
- Employer contributions
- $7,152,190
- Participant contributions
- $16,065,190
- Total contributions
- $27,830,537
- Total income / additions
- $77,765,957
Expenses & distributions
- Benefits paid
- $18,262,442
- Administrative expenses
- $192,543
- Total expenses
- $18,454,985
- Net increase / (decrease)
- $59,310,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $96,703 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $51,256 | not reported in the loaded dataset | 2023 |
| Laiken Associates, Inc. | NONE | $17,276 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Co Inc | NONE | $14,307 | $0 | 2023 |
| Rbt Cpas, Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Touro University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Laiken Associates, Inc. — Schedule C compensation
- Fidelity Inv Inst Oper Co Inc — Schedule C compensation
- Rbt Cpas, Llp — Schedule C compensation