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Original filing (PDF)20251013133400NAL0000656675001
NEW YORK UNIVERSITY
Form 5500
FILING_RECEIVED
NYU GROSSMAN SCHOOL OF MEDICINE RETIREE WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
41% in single holding~1175 bps in Sched C fees7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$2.9M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
79
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "JP Morgan Diversified Global Fund Mutual Fund" is 41% of plan.
- 1175 bps in Schedule C fees — 2160% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK UNIVERSITY.
Plan sponsor
Name
NEW YORK UNIVERSITY
EIN
13-5562308
Address
ONE PARK AVENUE · 4TH FLOOR HUMAN RESOURCES · NEW YORK, NY · 10016
Phone
(212) 404-4002
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
NYU GROSSMAN SCHOOL OF MEDICINE
EIN
13-5562308
City
NEW YORK, NY
Phone
(212) 404-4002
Plan characteristics
Plan number
530
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | 41-1289245 | — | NONE | $296K | — |
| SILVERSCRIPTS | 11-2580136 | — | NONE | $52K | — |
| HEALTHEQUITY | 52-2383166 | — | NONE | $42K | — |
| CVS/CAREMARK | 05-0340626 | — | NONE | $38K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $20K | — |
| BUCK GLOBAL LLC | 13-3954297 | — | NONE | $12K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $8K | — |
Investments
3 direct securities· $3.0M(76% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Diversified Global Fund Mutual Fund | — | — | $1.3M | $1.3M | 31.4% | |
| JP Morgan Cash | — | — | $1.1M | $1.1M | 28.6% | |
| JP Morgan Core Bond Fund Mutual Fund | — | — | $652K | $626K | 15.7% |