Barnard College 403(B) Plan For Collective Bargaining Employees — 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 For Collective Bargaining Employees is a benefit plan reported by Barnard College under EIN 13-1628149 and plan number 002. The latest loaded filing year is 2023. The filing reports 655 participants and $49,408,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barnard College
EIN
13-1628149
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
655
End-of-year plan assets
$49,408,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023655H, C20241014141005NAL0015076115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,408,176
Total liabilities (EOY)
$13,835
Net assets (EOY)
$49,394,341
Net assets (BOY)
$45,348,288

Income & contributions

Employer contributions
$1,461,485
Participant contributions
$855,530
Total contributions
$2,545,322
Total income / additions
$7,818,098

Expenses & distributions

Benefits paid
$3,724,146
Administrative expenses
$47,899
Total expenses
$3,772,045
Net increase / (decrease)
$4,046,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And AnnuiNONE$30,410$02023
Insero & Co. Cpas, LlpNONE$7,962not reported in the loaded dataset2023
Fiducient Advisors, LLCNONE$7,240not reported in the loaded dataset2023

Related Form 5500 pages