2023 Form 5500 filing — Yale University Retirement Account 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 20241007071022NAL0026939024001) for Yale University Retirement Account Plan, reported by Yale University under EIN 06-0646973 and plan number 001. It reports 23,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007071022NAL0026939024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 001
- Location
- New Haven, CT
- Participants
- 23,452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,406,887,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,406,887,292
- Employer contributions
- $166,896,762
- Participant contributions
- $155,187,388
- Total income / additions
- $1,273,386,363
- Benefits paid
- $282,150,010
- Administrative expenses
- $1,934,426
- Total expenses
- $284,305,792
- Net increase / (decrease)
- $989,080,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $793,219 | $0 |
| Aon Investments Usa Inc | NONE | $553,256 | not reported in the loaded dataset |
| Kreitler Financial, LLC | NONE | $376,016 | not reported in the loaded dataset |
| Assetmark,Inc. | NONE | $53,136 | not reported in the loaded dataset |
| Tidewater Wealth Management | NONE | $42,582 | not reported in the loaded dataset |
| Flexible Plan Investments, Ltd. | NONE | $37,865 | not reported in the loaded dataset |
| Grant Thornton, Llp | NONE | $22,575 | not reported in the loaded dataset |
| Commonwealth Financial Network(H/O) | NONE | $17,500 | not reported in the loaded dataset |
| Giller & Calhoun, LLC | NONE | $16,092 | not reported in the loaded dataset |