Tiaa-Cref Retirement Plan For Employees Of Cate School — Form 5500 plan (Cate School)
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, Tiaa-Cref Retirement Plan For Employees Of Cate School is a benefit plan reported by Cate School under EIN 95-1644630 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $37,836,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cate School
- EIN
- 95-1644630
- Plan number
- 001
- Plan type
- 2
- Location
- Carpinteria, CA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $37,836,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240625075704NAL0007001793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,836,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,836,574
- Net assets (BOY)
- $33,197,374
Income & contributions
- Employer contributions
- $536,115
- Participant contributions
- $1,003,596
- Total contributions
- $1,569,580
- Total income / additions
- $7,035,925
Expenses & distributions
- Benefits paid
- $2,384,286
- Administrative expenses
- $12,439
- Total expenses
- $2,396,725
- Net increase / (decrease)
- $4,639,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $12,439 | $0 | 2023 |