2023 Form 5500 filing — Carnegie Mellon University Faculty And Staff 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 20241015075747NAL0015962083003) for Carnegie Mellon University Faculty And Staff Retirement Plan, reported by Carnegie Mellon University under EIN 25-0969449 and plan number 007. It reports 13,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075747NAL0015962083003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carnegie Mellon University
- EIN
- 25-0969449
- Plan number
- 007
- Location
- Pittsburgh, PA
- Participants
- 13,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,549,846,260
- Net assets (EOY)
- $2,549,846,260
- Employer contributions
- $42,764,696
- Participant contributions
- $38,106,636
- Total income / additions
- $429,187,000
- Benefits paid
- $118,995,206
- Administrative expenses
- $512,703
- Total expenses
- $119,507,909
- Net increase / (decrease)
- $309,679,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Ins. And Annuity Assoc. | CONTACT ADMIN/RK | $512,703 | $0 |