2023 Form 5500 filing — Barnard College 403(B) 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 20241014141120NAL0013425891001) for Barnard College 403(B) Plan, reported by Barnard College under EIN 13-1628149 and plan number 001. It reports 2,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141120NAL0013425891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnard College
- EIN
- 13-1628149
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $390,926,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $390,926,335
- Employer contributions
- $8,953,516
- Participant contributions
- $5,996,330
- Total income / additions
- $67,029,082
- Benefits paid
- $15,172,308
- Administrative expenses
- $382,098
- Total expenses
- $15,554,406
- Net increase / (decrease)
- $51,474,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $213,911 | $0 |
| Fiducient Advisors, LLC | NONE | $95,404 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $33,102 | $0 |
| Insero & Co. Cpas, Llp | NONE | $26,200 | not reported in the loaded dataset |
| Littler Mendelson, P.C. | NONE | $8,039 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | NONE | $5,442 | not reported in the loaded dataset |