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Original filing (PDF)20240925150655NAL0005542131001
LONG ISLAND UNIVERSITY
Form 5500
FILING_RECEIVED
LONG ISLAND UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,936
Accounts w/ balance
4,111
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONG ISLAND UNIVERSITY.
Plan sponsor
Name
LONG ISLAND UNIVERSITY
EIN
11-1633516
Address
700 NORTHERN BOULEVARD · BROOKVILLE, NY · 11548
Phone
(516) 299-2535
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
080
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $89K | — |
| GOLDMAN SACHS ASSET MGT. L.P. | 13-3575636 | — | NONE | $49K | — |
| NIXON PEABODY LLP | 16-0764720 | — | NONE | $33K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $28K | — |
| TIAA | 13-1624203 | — | NONE | $5K | — |
Investments
1 pooled fund· $40.6M(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $40.6M | 3.9% |