2023 Form 5500 filing — Nichols School Tiaa-Cref 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 20250415135939NAL0003400033001) for Nichols School Tiaa-Cref Retirement Plan, reported by Nichols School Of Buffalo under EIN 16-0755808 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415135939NAL0003400033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nichols School Of Buffalo
- EIN
- 16-0755808
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,571,074
- Net assets (EOY)
- $42,571,074
- Employer contributions
- $385,047
- Participant contributions
- $639,179
- Total income / additions
- $5,868,088
- Benefits paid
- $2,550,726
- Administrative expenses
- $32,554
- Total expenses
- $2,583,280
- Net increase / (decrease)
- $3,284,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $9,568 | $0 |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $9,118 | $0 |
| Global Retirement Partners | FINANCIAL ADV | $7,868 | $0 |
| Lumsden & Mccormick Llp | ACCOUNTANT | $6,200 | $0 |