Boston University Supplemental Retirement And Savings Plan — Form 5500 plan (Trustees Of Boston 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, Boston University Supplemental Retirement And Savings Plan is a benefit plan reported by Trustees Of Boston University under EIN 04-2103547 and plan number 005. The latest loaded filing year is 2023. The filing reports 21,205 participants and $1,564,264,970 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.6BPlan net assets, end of year$1,564,264,970
Participants21.2KCovered participants reported21,205
Assets / participant$73.8KComputed: assets ÷ participants$73,769 (computed)
Provider compensation$333.1K1 Schedule C provider row(s)$333,083
- Plan sponsor
- Trustees Of Boston University
- EIN
- 04-2103547
- Plan number
- 005
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,205 | H, C | 20241014142501NAL0026401665001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.6B total assets
Net assets$1.6BLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,564,264,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,564,264,970
- Net assets (BOY)
- $1,339,557,889
Income & contributions
- Participant contributions
- $91,326,461
- Total contributions
- $104,512,513
- Total income / additions
- $312,667,959
Expenses & distributions
- Benefits paid
- $88,914,519
- Administrative expenses
- $329,504
- Total expenses
- $89,244,023
- Net increase / (decrease)
- $223,423,936
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $333,083 | $0 | 2023 |