Yeshiva University After-Tax Annuity Plan — Form 5500 plan (Yeshiva 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, Yeshiva University After-Tax Annuity Plan is a benefit plan reported by Yeshiva University under EIN 13-1624225 and plan number 005. The latest loaded filing year is 2023. The filing reports 969 participants and $85,007,171 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$85MPlan net assets, end of year$85,007,171
Participants969Covered participants reported
Assets / participant$87.7KComputed: assets ÷ participants$87,727 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Yeshiva University
- EIN
- 13-1624225
- Plan number
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20241014154806NAL0015238995001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$85M total assets
Net assets$85MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $85,007,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,007,171
- Net assets (BOY)
- $75,155,274
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $13,046,273
Expenses & distributions
- Benefits paid
- $3,415,542
- Administrative expenses
- -$221,166
- Total expenses
- $3,194,376
- Net increase / (decrease)
- $9,851,897
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crowe Llp | CONSULTANT | $11,208 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$235,919 | $0 | 2023 |