Plan5500

Yale University Tax-Deferred 403(B) Savings Plan — Form 5500 plan (Yale University)

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, Yale University Tax-Deferred 403(B) Savings Plan is a benefit plan reported by Yale University under EIN 06-0646973 and plan number 004. The latest loaded filing year is 2023. The filing reports 22,899 participants and $840,086,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yale University
EIN
06-0646973
Plan number
004
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
22,899
End-of-year plan assets
$840,086,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322,899H, C20241007071257NAL0014873697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$840,086,772
Total liabilities (EOY)
$0
Net assets (EOY)
$840,086,772
Net assets (BOY)
$785,386,382

Income & contributions

Participant contributions
$6,131,053
Total contributions
$20,543,050
Total income / additions
$106,839,754

Expenses & distributions

Benefits paid
$52,027,587
Administrative expenses
$262,726
Total expenses
$52,297,471
Net increase / (decrease)
$54,542,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$102,982$02023
Kreitler Financial, LLCNONE$93,999not reported in the loaded dataset2023
Aon Investments Usa IncNONE$32,936not reported in the loaded dataset2023
Tidewater Wealth ManagementNONE$27,927not reported in the loaded dataset2023

Related Form 5500 pages