Plan5500

Hofstra University Pension Plan — Form 5500 plan (Hofstra 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, Hofstra University Pension Plan is a benefit plan reported by Hofstra University under EIN 11-1630906 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,997 participants and $1,175,232,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hofstra University
EIN
11-1630906
Plan number
001
Plan type
2
Location
Hempstead, NY
Latest filing year
2023
Participants
3,997
End-of-year plan assets
$1,175,232,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,997H, C20241009142209NAL0019423137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,175,232,888
Total liabilities (EOY)
$0
Net assets (EOY)
$1,175,232,888
Net assets (BOY)
$1,042,904,946

Income & contributions

Employer contributions
$16,999,884
Participant contributions
$16,945,648
Total contributions
$43,839,299
Total income / additions
$193,384,398

Expenses & distributions

Benefits paid
$60,749,120
Administrative expenses
$307,336
Total expenses
$61,056,456
Net increase / (decrease)
$132,327,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rocaton Investment Advisors, LLCPLAN INVESTMENT ADVISOR$202,312not reported in the loaded dataset2023
Capfinancial Partners, LLCPLAN CONSULTANT$61,084not reported in the loaded dataset2023
Bdo Usa, LlpAUDITORS$32,000not reported in the loaded dataset2023
Proskauer Rose LlpLEGAL COUNSEL$8,862not reported in the loaded dataset2023

Related Form 5500 pages