Barnard College 403(B) Plan — Form 5500 plan (Barnard College)
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, Barnard College 403(B) Plan is a benefit plan reported by Barnard College under EIN 13-1628149 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,081 participants and $390,926,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnard College
- EIN
- 13-1628149
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,081
- End-of-year plan assets
- $390,926,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,081 | H, C | 20241014141120NAL0013425891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $390,926,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $390,926,335
- Net assets (BOY)
- $339,451,659
Income & contributions
- Employer contributions
- $8,953,516
- Participant contributions
- $5,996,330
- Total contributions
- $15,679,013
- Total income / additions
- $67,029,082
Expenses & distributions
- Benefits paid
- $15,172,308
- Administrative expenses
- $382,098
- Total expenses
- $15,554,406
- Net increase / (decrease)
- $51,474,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $213,911 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $95,404 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $33,102 | $0 | 2023 |
| Insero & Co. Cpas, Llp | NONE | $26,200 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, P.C. | NONE | $8,039 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | NONE | $5,442 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barnard College
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa - Teachers Insurance And Annui — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Insero & Co. Cpas, Llp — Schedule C compensation
- Littler Mendelson, P.C. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation