Weill Cornell Medical College Tax Deferred Annuity Plan — Form 5500 plan (Cornell 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, Weill Cornell Medical College Tax Deferred Annuity Plan is a benefit plan reported by Cornell University under EIN 15-0532082 and plan number 007. The latest loaded filing year is 2023. The filing reports 14,764 participants and $1,399,909,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cornell University
EIN
15-0532082
Plan number
007
Plan type
2
Location
Ithaca, NY
Latest filing year
2023
Participants
14,764
End-of-year plan assets
$1,399,909,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,764H, C20241014092324NAL0025813873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,399,909,414
Total liabilities (EOY)
$0
Net assets (EOY)
$1,399,909,414
Net assets (BOY)
$1,135,441,497

Income & contributions

Participant contributions
$69,517,116
Total contributions
$104,986,980
Total income / additions
$296,483,090

Expenses & distributions

Benefits paid
$31,874,423
Administrative expenses
$85,119
Total expenses
$32,015,173
Net increase / (decrease)
$264,467,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$32,499$02023
Bca Watson Rice LlpNONE$29,200not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$20,529not reported in the loaded dataset2023

Related Form 5500 pages