Suffolk University Employee Retirement Plan — Form 5500 plan (Suffolk 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, Suffolk University Employee Retirement Plan is a benefit plan reported by Suffolk University under EIN 04-2133255 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,557 participants and $479,384,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suffolk University
- EIN
- 04-2133255
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,557
- End-of-year plan assets
- $479,384,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,557 | H, C | 20241015084637NAL0047081232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $479,384,495
- Net assets (EOY)
- $479,384,495
- Net assets (BOY)
- $416,595,208
Income & contributions
- Employer contributions
- $7,405,619
- Participant contributions
- $7,823,082
- Total contributions
- $16,625,449
- Total income / additions
- $87,503,536
Expenses & distributions
- Benefits paid
- $24,032,733
- Administrative expenses
- $346,145
- Total expenses
- $24,714,249
- Net increase / (decrease)
- $62,789,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Oper Comp, Inc. | RECORDKEEPER | $183,699 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $65,673 | not reported in the loaded dataset | 2023 |
| Tiaa- Teachers Insurance And Annuit | SERVICE PROVIDER | $48,950 | $0 | 2023 |
| Caron & Bletzer, Pllc | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Jackson Lewis Pc | NONE | $12,694 | not reported in the loaded dataset | 2023 |
| David Carboni Dba Dkc Retirement | NONE | $7,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suffolk University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Inv Inst Oper Comp, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Tiaa- Teachers Insurance And Annuit — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Jackson Lewis Pc — Schedule C compensation
- David Carboni Dba Dkc Retirement — Schedule C compensation