2023 Form 5500 filing — New York University Retiree Health & Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805140036NAL0002428368001) for New York University Retiree Health & Welfare Plan, reported by New York University under EIN 13-5562308 and plan number 520. It reports 2,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$225.1MReported net assets$225,106,783
Participants3K2,987
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240805140036NAL0002428368001
- Plan sponsor
- New York University
- EIN
- 13-5562308
- Plan number
- 520
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$226M total assets
Net assets$225.1MLiabilities$932.9K
Full reported line items
- Total assets (EOY)
- $226,039,716
- Total liabilities (EOY)
- $932,933
- Net assets (EOY)
- $225,106,783
- Employer contributions
- $33,160,594
- Participant contributions
- $2,674,317
- Total income / additions
- $67,274,900
- Benefits paid
- $22,721,687
- Administrative expenses
- $1,206,832
- Total expenses
- $23,928,519
- Net increase / (decrease)
- $43,346,381