Research Foundation Of The City University Of New York Defined Contribution Retirement Plan — Form 5500 plan (Research Foundation Of Cuny)
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, Research Foundation Of The City University Of New York Defined Contribution Retirement Plan is a benefit plan reported by Research Foundation Of Cuny under EIN 13-1988190 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,464 participants and $659,146,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Research Foundation Of Cuny
- EIN
- 13-1988190
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 11,464
- End-of-year plan assets
- $659,146,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,464 | H, C | 20241008153539NAL0030382848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $659,146,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $659,146,511
- Net assets (BOY)
- $595,403,336
Income & contributions
- Employer contributions
- $12,410,729
- Participant contributions
- $743,034
- Total contributions
- $15,734,189
- Total income / additions
- $96,817,267
Expenses & distributions
- Benefits paid
- $32,631,298
- Administrative expenses
- $442,794
- Total expenses
- $33,074,092
- Net increase / (decrease)
- $63,743,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $255,803 | $0 | 2023 |
| Captrust | NONE | $65,028 | not reported in the loaded dataset | 2023 |
| Julian Osorio | EMPLOYEE | $60,596 | not reported in the loaded dataset | 2023 |
| Farrah Dorsinville | EMPLOYEE | $40,645 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $14,280 | not reported in the loaded dataset | 2023 |
| De Zhang | EMPLOYEE | $10,745 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Research Foundation Of Cuny
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa — Schedule C compensation
- Captrust — Schedule C compensation
- Julian Osorio — Schedule C compensation
- Farrah Dorsinville — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- De Zhang — Schedule C compensation