Plan5500

Retirement Income Plan For Teaching Faculty Of Harvard University — Form 5500 plan (President & Fellows Of Harvard College Harvard Human Resources, Benefi)

Plain-English plan 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, Retirement Income Plan For Teaching Faculty Of Harvard University is a benefit plan reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,298 participants and $2,165,044,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
President & Fellows Of Harvard College Harvard Human Resources, Benefi
EIN
04-2103580
Plan number
002
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
Participants
8,298
End-of-year plan assets
$2,165,044,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,298H, C20241009191410NAL0033778608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,165,044,645
Total liabilities (EOY)
$0
Net assets (EOY)
$2,165,044,645
Net assets (BOY)
$1,888,120,121

Income & contributions

Employer contributions
$54,862,039
Total contributions
$54,862,039
Total income / additions
$341,146,613

Expenses & distributions

Benefits paid
$64,059,985
Administrative expenses
$162,104
Total expenses
$64,222,089
Net increase / (decrease)
$276,924,524

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And AnnuiINVESTMENT MANAGER$162,104$02023

Related Form 5500 pages