2023 Form 5500 filing — Stanford Contributory Retirement 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 20241009125551NAL0032674384001) for Stanford Contributory Retirement Plan, reported by The Board Of Trustees Of The Leland Stanford Junior University under EIN 94-1156365 and plan number 001. It reports 40,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125551NAL0032674384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Board Of Trustees Of The Leland Stanford Junior University
- EIN
- 94-1156365
- Plan number
- 001
- Location
- Redwood City, CA
- Participants
- 40,248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,039,978,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,039,978,863
- Employer contributions
- $241,904,791
- Participant contributions
- $284,691,565
- Total income / additions
- $2,181,126,334
- Benefits paid
- $525,740,373
- Administrative expenses
- $1,275,742
- Total expenses
- $527,016,115
- Net increase / (decrease)
- $1,654,110,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Operations C | NONE | $875,638 | $0 |
| Strategic Advisors, Inc. | NONE | $400,738 | not reported in the loaded dataset |
| Tiaa | NONE | $14,490 | $0 |