2023 Form 5500 filing — Northeastern 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 20241004213850NAL0012016849001) for Northeastern University Retirement Plan, reported by Northeastern University under EIN 04-1679980 and plan number 001. It reports 12,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004213850NAL0012016849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northeastern University
- EIN
- 04-1679980
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 12,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,333,339,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,333,339,945
- Employer contributions
- $49,984,020
- Participant contributions
- $56,639,847
- Total income / additions
- $440,890,533
- Benefits paid
- $122,056,561
- Administrative expenses
- $171,118
- Total expenses
- $122,238,625
- Net increase / (decrease)
- $318,651,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | NONE | $75,000 | not reported in the loaded dataset |
| Fidelity Inv. Inst. Ops. Co. | NONE | $69,923 | $0 |
| Mayer Hoffman Mccann Pc | NONE | $20,970 | not reported in the loaded dataset |
| Tiaa | NONE | $5,225 | $0 |