2023 Form 5500 filing — Long Island University Retirement 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 20240925150655NAL0005542131001) for Long Island University Retirement Plan, reported by Long Island University under EIN 11-1633516 and plan number 080. It reports 5,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925150655NAL0005542131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Long Island University
- EIN
- 11-1633516
- Plan number
- 080
- Location
- Brookville, NY
- Participants
- 5,041
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,035,793,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,035,793,984
- Employer contributions
- $6,732,476
- Participant contributions
- $8,349,606
- Total income / additions
- $137,564,188
- Benefits paid
- $63,524,067
- Administrative expenses
- $203,212
- Total expenses
- $63,767,034
- Net increase / (decrease)
- $73,797,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc | NONE | $88,776 | not reported in the loaded dataset |
| Goldman Sachs Asset Mgt. L.P. | NONE | $49,038 | not reported in the loaded dataset |
| Nixon Peabody Llp | NONE | $32,948 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $27,825 | not reported in the loaded dataset |
| Tiaa | NONE | $4,625 | $0 |