2023 Form 5500 filing — Yale University Tax-Deferred 403(B) Savings 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 20241007071257NAL0014873697001) for Yale University Tax-Deferred 403(B) Savings Plan, reported by Yale University under EIN 06-0646973 and plan number 004. It reports 22,899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007071257NAL0014873697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 004
- Location
- New Haven, CT
- Participants
- 22,899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $840,086,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $840,086,772
- Participant contributions
- $6,131,053
- Total income / additions
- $106,839,754
- Benefits paid
- $52,027,587
- Administrative expenses
- $262,726
- Total expenses
- $52,297,471
- Net increase / (decrease)
- $54,542,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $102,982 | $0 |
| Kreitler Financial, LLC | NONE | $93,999 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $32,936 | not reported in the loaded dataset |
| Tidewater Wealth Management | NONE | $27,927 | not reported in the loaded dataset |