2023 Form 5500 filing — Tax-Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members)

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 20250415160502NAL0001545635001) for Tax-Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members), reported by The Conference Board, Inc. under EIN 13-1624108 and plan number 003. It reports 495 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)$63MReported net assets$63,003,484
Participants495
Provider compensation$57.8K1 Schedule C row(s)$57,769
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415160502NAL0001545635001
Plan sponsor
The Conference Board, Inc.
EIN
13-1624108
Plan number
003
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$63M total assets
Net assets$63MLiabilities$0
Money in vs. money out
Total income / additions$9.8M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
EmployerNot reported
Participant$2.4M
Full reported line items
Total assets (EOY)
$63,003,484
Total liabilities (EOY)
$0
Net assets (EOY)
$63,003,484
Participant contributions
$2,373,008
Total income / additions
$9,798,371
Benefits paid
$3,452,031
Administrative expenses
$59,298
Total expenses
$3,511,329
Net increase / (decrease)
$6,287,042
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$57.8K
    NONE · Direct $57.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415160502NAL0001545635001 cover?
It is the 2023 Form 5500 filing for Tax-Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members), reported by The Conference Board, Inc. (EIN 13-1624108).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages