2023 Form 5500 filing — Boston 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 20241014142251NAL0015092515001) for Boston University Retirement Plan, reported by Trustees Of Boston University under EIN 04-2103547 and plan number 002. It reports 16,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.8BReported net assets$2,758,080,647
Participants16.2K16,186
Provider compensation$492.8K2 Schedule C row(s)$492,808
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014142251NAL0015092515001
- Plan sponsor
- Trustees Of Boston University
- EIN
- 04-2103547
- Plan number
- 002
- Location
- Boston, MA
- 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)$2.8B total assets
Net assets$2.8BLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,758,080,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,758,080,647
- Employer contributions
- $94,865,684
- Total income / additions
- $462,786,493
- Benefits paid
- $165,969,638
- Administrative expenses
- $487,613
- Total expenses
- $166,457,251
- Net increase / (decrease)
- $296,329,242
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $482,435 | $0 |
| Tiaa | NONE | $10,373 | $0 |