2023 Form 5500 filing — Tiaa-Cref Retirement Plan For Employees Of Cate School
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625075704NAL0007001793001) for Tiaa-Cref Retirement Plan For Employees Of Cate School, reported by Cate School under EIN 95-1644630 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625075704NAL0007001793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cate School
- EIN
- 95-1644630
- Plan number
- 001
- Location
- Carpinteria, CA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,836,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,836,574
- Employer contributions
- $536,115
- Participant contributions
- $1,003,596
- Total income / additions
- $7,035,925
- Benefits paid
- $2,384,286
- Administrative expenses
- $12,439
- Total expenses
- $2,396,725
- Net increase / (decrease)
- $4,639,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $12,439 | $0 |