Local One Security Officers Union Money Purchase Pension Plan — Form 5500 plan (New York 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, Local One Security Officers Union Money Purchase Pension Plan is a benefit plan reported by New York University under EIN 13-5562308 and plan number 007. The latest loaded filing year is 2023. The filing reports 234 participants and $7,588,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.6MPlan net assets, end of year$7,588,360
Participants234Covered participants reported
Assets / participant$32.4KComputed: assets ÷ participants$32,429 (computed)
Provider compensation$2021 Schedule C provider row(s)
Plan sponsor
New York University
EIN
13-5562308
Plan number
007
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20240805145411NAL0000793107001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$116.2K
Benefits paid / distributions$116K
Full reported line items

Net assets

Total assets (EOY)
$7,588,360
Total liabilities (EOY)
$0
Net assets (EOY)
$7,588,360
Net assets (BOY)
$6,672,531

Income & contributions

Total contributions
$0
Total income / additions
$1,032,048

Expenses & distributions

Benefits paid
$116,017
Administrative expenses
$202
Total expenses
$116,219
Net increase / (decrease)
$915,829
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$202$02023

Related Form 5500 pages