Search public Form 5500 filings

Plans

• planThe Excelsior University Retirement PlanFinancial statementProvider compensation2023 filing
  $59.3Mreported assets (EOY)
  Sponsor: Excelsior UniversityEIN: 16-1532850Plan: 001Participants: 1,088Assets: $59,298,410Net assets: $59.3MAssets / participant: $54.5KLocation: Albany, NYLatest: 2023
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• planExcelsior University Supplemental 403(B) PlanFinancial statementProvider compensation2023 filing
  $35.1Mreported assets (EOY)
  Sponsor: Excelsior UniversityEIN: 16-1532850Plan: 002Participants: 827Assets: $35,074,660Net assets: $35.1MAssets / participant: $42.4KLocation: Albany, NYLatest: 2023
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• planExcelsior University Health Insurance Plan2023 filing
  Sponsor: Excelsior UniversityEIN: 16-1532850Plan: 501Participants: 269Assets: not reported in the loaded datasetLocation: Albany, NYLatest: 2023
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• planExcelsior University Flexible Benefit Plan2023 filing
  Sponsor: Excelsior UniversityEIN: 16-1532850Plan: 505Participants: 86Assets: not reported in the loaded datasetLocation: Albany, NYLatest: 2023
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• planExcelsior University Health Reimbursement Account Plan2023 filing
  Sponsor: Excelsior UniversityEIN: 16-1532850Plan: 506Participants: 260Assets: not reported in the loaded datasetLocation: Albany, NYLatest: 2023
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