New York University Retiree Health & Welfare Plan — Form 5500 plan (New York 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, New York University Retiree Health & Welfare Plan is a benefit plan reported by New York University under EIN 13-5562308 and plan number 520. The latest loaded filing year is 2023. The filing reports 2,987 participants and $226,039,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York University
- EIN
- 13-5562308
- Plan number
- 520
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,987 | H | 20240805140036NAL0002428368001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $226,039,716
- Total liabilities (EOY)
- $932,933
- Net assets (EOY)
- $225,106,783
- Net assets (BOY)
- $181,760,402
Income & contributions
- Employer contributions
- $33,160,594
- Participant contributions
- $2,674,317
- Total contributions
- $35,834,911
- Total income / additions
- $67,274,900
Expenses & distributions
- Benefits paid
- $22,721,687
- Administrative expenses
- $1,206,832
- Total expenses
- $23,928,519
- Net increase / (decrease)
- $43,346,381
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.