2023 Form 5500 filing — Tiaa-Cref Retirement Plan For Staff And Faculty Of Webb 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 20240828071506NAL0021544448001) for Tiaa-Cref Retirement Plan For Staff And Faculty Of Webb School, reported by Webb School Of Knoxville under EIN 62-0550980 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$36.8MReported net assets$36,847,623
Participants434
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240828071506NAL0021544448001
Plan sponsor
Webb School Of Knoxville
EIN
62-0550980
Plan number
001
Location
Knoxville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$36.8M total assets
Net assets$36.8MLiabilities
Money in vs. money out
Total income / additions$6.3M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$698.2K
Participant$590.9K
Full reported line items
Total assets (EOY)
$36,847,623
Net assets (EOY)
$36,847,623
Employer contributions
$698,191
Participant contributions
$590,929
Total income / additions
$6,327,580
Benefits paid
$3,050,356
Total expenses
$3,050,356
Net increase / (decrease)
$3,277,224

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828071506NAL0021544448001 cover?
It is the 2023 Form 5500 filing for Tiaa-Cref Retirement Plan For Staff And Faculty Of Webb School, reported by Webb School Of Knoxville (EIN 62-0550980).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages