Northeastern University Retirement Plan — Form 5500 plan (Northeastern University)
Plain-English plan 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, Northeastern University Retirement Plan is a benefit plan reported by Northeastern University under EIN 04-1679980 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,858 participants and $2,333,339,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeastern University
- EIN
- 04-1679980
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 12,858
- End-of-year plan assets
- $2,333,339,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,858 | H, C | 20241004213850NAL0012016849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,333,339,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,333,339,945
- Net assets (BOY)
- $1,895,761,726
Income & contributions
- Employer contributions
- $49,984,020
- Participant contributions
- $56,639,847
- Total contributions
- $116,307,542
- Total income / additions
- $440,890,533
Expenses & distributions
- Benefits paid
- $122,056,561
- Administrative expenses
- $171,118
- Total expenses
- $122,238,625
- Net increase / (decrease)
- $318,651,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Inst. Ops. Co. | NONE | $69,923 | $0 | 2023 |
| Mayer Hoffman Mccann Pc | NONE | $20,970 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $5,225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northeastern University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Sageview Advisory Group — Schedule C compensation
- Fidelity Inv. Inst. Ops. Co. — Schedule C compensation
- Mayer Hoffman Mccann Pc — Schedule C compensation
- Tiaa — Schedule C compensation