2023 Form 5500 filing — Research Foundation Of The City University Of New York Tax-Deferred Annuity (Tda) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008153849NAL0017899889001) for Research Foundation Of The City University Of New York Tax-Deferred Annuity (Tda) Plan, reported by Research Foundation Of Cuny under EIN 13-1988190 and plan number 002. It reports 9,910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153849NAL0017899889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Research Foundation Of Cuny
- EIN
- 13-1988190
- Plan number
- 002
- Location
- New York, NY
- Participants
- 9,910
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,542,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,542,550
- Participant contributions
- $6,999,973
- Total income / additions
- $32,466,390
- Benefits paid
- $10,335,764
- Administrative expenses
- $152,066
- Total expenses
- $10,487,830
- Net increase / (decrease)
- $21,978,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $95,924 | $0 |
| Cohnreznick Llp | NONE | $41,754 | not reported in the loaded dataset |
| Julian Osorio | EMPLOYEE | $11,974 | not reported in the loaded dataset |
| Farrah Dorsinville | EMPLOYEE | $6,648 | not reported in the loaded dataset |