2023 Form 5500 filing — Touro 403(B) 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 20241014155636NAL0015251123001) for Touro 403(B) Plan, reported by Touro University under EIN 13-2676570 and plan number 002. It reports 5,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155636NAL0015251123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Touro University
- EIN
- 13-2676570
- Plan number
- 002
- Location
- New York, NY
- Participants
- 5,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $401,492,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,492,120
- Employer contributions
- $7,152,190
- Participant contributions
- $16,065,190
- Total income / additions
- $77,765,957
- Benefits paid
- $18,262,442
- Administrative expenses
- $192,543
- Total expenses
- $18,454,985
- Net increase / (decrease)
- $59,310,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $96,703 | $0 |
| Capfinancial Partners, LLC | NONE | $51,256 | not reported in the loaded dataset |
| Laiken Associates, Inc. | NONE | $17,276 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Co Inc | NONE | $14,307 | $0 |
| Rbt Cpas, Llp | NONE | $13,000 | not reported in the loaded dataset |