2023 Form 5500 filing — College Entrance Examination Board Tax-Deferred Annuity Plan
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 20240709140838NAL0007939139001) for College Entrance Examination Board Tax-Deferred Annuity Plan, reported by College Board under EIN 13-1623965 and plan number 004. It reports 3,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709140838NAL0007939139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- College Board
- EIN
- 13-1623965
- Plan number
- 004
- Location
- New York, NY
- Participants
- 3,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $467,144,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $467,144,448
- Employer contributions
- $10,220,566
- Participant contributions
- $21,995,138
- Total income / additions
- $102,355,222
- Benefits paid
- $19,401,038
- Administrative expenses
- $24,748
- Total expenses
- $19,425,786
- Net increase / (decrease)
- $82,929,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners | not reported in the loaded dataset | $20,998 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset |