Howard University Employees' Retirement Plan — Form 5500 plan (Howard 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, Howard University Employees' Retirement Plan is a benefit plan reported by Howard University under EIN 53-0204707 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,002 participants and $668,773,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howard University
- EIN
- 53-0204707
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 8,002
- End-of-year plan assets
- $668,773,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,002 | H, C | 20250501154649NAL0003419969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $668,773,759
- Total liabilities (EOY)
- $101,388,937
- Net assets (EOY)
- $567,384,822
- Net assets (BOY)
- $583,594,902
Income & contributions
- Total contributions
- $0
- Total income / additions
- $29,600,062
Expenses & distributions
- Benefits paid
- $41,805,702
- Administrative expenses
- $3,038,994
- Total expenses
- $45,810,142
- Net increase / (decrease)
- -$16,210,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco Funds | NONE | $526,180 | $0 | 2023 |
| Cambridge And Associates | NONE | $236,250 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $216,785 | not reported in the loaded dataset | 2023 |
| Pugh Capital | NONE | $176,794 | not reported in the loaded dataset | 2023 |
| Silchester | NONE | $173,583 | not reported in the loaded dataset | 2023 |
| Franklin Park | NONE | $162,500 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $94,966 | not reported in the loaded dataset | 2023 |
| Times Square Capital Management | NONE | $8,470 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Howard University
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Pimco Funds — Schedule C compensation
- Cambridge And Associates — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Pugh Capital — Schedule C compensation
- Silchester — Schedule C compensation
- Franklin Park — Schedule C compensation
- Parametric — Schedule C compensation
- Times Square Capital Management — Schedule C compensation