Yeshiva University Retirement Income Plan (Basic Plan) — Form 5500 plan (Yeshiva 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, Yeshiva University Retirement Income Plan (Basic Plan) is a benefit plan reported by Yeshiva University under EIN 13-1624225 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,941 participants and $684,229,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yeshiva University
- EIN
- 13-1624225
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,941
- End-of-year plan assets
- $684,229,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,941 | H, C | 20241014154637NAL0027766689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $684,229,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $684,229,537
- Net assets (BOY)
- $623,957,132
Income & contributions
- Employer contributions
- $4,373,450
- Participant contributions
- $9,175,353
- Total contributions
- $16,962,790
- Total income / additions
- $117,808,668
Expenses & distributions
- Benefits paid
- $57,233,526
- Administrative expenses
- $273,147
- Total expenses
- $57,536,263
- Net increase / (decrease)
- $60,272,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $118,769 | not reported in the loaded dataset | 2023 |
| Captrust | CONSULTANT | $81,877 | not reported in the loaded dataset | 2023 |
| Seyfarth | CONSULTANT | $27,914 | not reported in the loaded dataset | 2023 |
| Crowe Llp | CONSULTANT | $27,081 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$361,521 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yeshiva University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Captrust — Schedule C compensation
- Seyfarth — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation