Adelphi University Defined Contribution Retirement Plan — Form 5500 plan (Adelphi 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, Adelphi University Defined Contribution Retirement Plan is a benefit plan reported by Adelphi University under EIN 11-1630741 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,414 participants and $439,214,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adelphi University
- EIN
- 11-1630741
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 2,414
- End-of-year plan assets
- $439,214,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,414 | H, C | 20241015154546NAL0030221953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $439,214,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $439,214,296
- Net assets (BOY)
- $395,399,353
Income & contributions
- Employer contributions
- $7,821,029
- Participant contributions
- $9,838,787
- Total contributions
- $17,659,816
- Total income / additions
- $78,758,108
Expenses & distributions
- Benefits paid
- $34,880,855
- Administrative expenses
- $62,310
- Total expenses
- $34,943,165
- Net increase / (decrease)
- $43,814,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners, LLC | NONE | $79,130 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | NONE | $45,262 | not reported in the loaded dataset | 2023 |
| Mercer (Us), Inc | NONE | $22,918 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | NONE | $4,151 | $0 | 2023 |
| Fidelity Invest. Inst. Oper. Co. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adelphi University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Garden City, NY
- Cap Financial Partners, LLC — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Mercer (Us), Inc — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Fidelity Invest. Inst. Oper. Co. — Schedule C compensation