2023 Form 5500 filing — Tiaa 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 20241010150933NAL0034551824001) for Tiaa Retirement Plan, reported by Teachers Insurance And Annuity Association Of America under EIN 13-1624203 and plan number 001. It reports 28,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150933NAL0034551824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teachers Insurance And Annuity Association Of America
- EIN
- 13-1624203
- Plan number
- 001
- Location
- New York, NY
- Participants
- 28,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,254,874,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,254,874,957
- Employer contributions
- $155,941,926
- Total income / additions
- $845,306,809
- Benefits paid
- $133,188,046
- Administrative expenses
- $422,044
- Total expenses
- $133,610,090
- Net increase / (decrease)
- $711,696,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Inc | NONE | $394,599 | not reported in the loaded dataset |
| Tiaa | NONE | $27,438 | $0 |