2023 Form 5500 filing — Carnegie Mellon University 401(K) 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 20241015075747NAL0015962083004) for Carnegie Mellon University 401(K) Plan, reported by Carnegie Mellon University under EIN 25-0969449 and plan number 009. It reports 1,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$50.2MReported net assets$50,171,999
Participants1.5K1,522
Provider compensation$114.3K1 Schedule C row(s)$114,321
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015075747NAL0015962083004
- Plan sponsor
- Carnegie Mellon University
- EIN
- 25-0969449
- Plan number
- 009
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$51M total assets
Net assets$50.2MLiabilities$823.1K
Full reported line items
- Total assets (EOY)
- $50,995,100
- Total liabilities (EOY)
- $823,101
- Net assets (EOY)
- $50,171,999
- Employer contributions
- $4,025,742
- Participant contributions
- $1,027,046
- Total income / additions
- $13,016,992
- Benefits paid
- $851,131
- Administrative expenses
- $114,321
- Total expenses
- $965,452
- Net increase / (decrease)
- $12,051,540
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Ins. And Annuity Assoc. | CONTRACT ADMIN/RK | $114,321 | $0 |