2023 Form 5500 filing — Harvard University Tax Deferred Annuity 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 20241009191224NAL0019835281001) for Harvard University Tax Deferred Annuity Plan, reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 006. It reports 35,923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009191224NAL0019835281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- President & Fellows Of Harvard College Harvard Human Resources, Benefi
- EIN
- 04-2103580
- Plan number
- 006
- Location
- Cambridge, MA
- Participants
- 35,923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,765,660,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,765,660,720
- Employer contributions
- $850
- Participant contributions
- $165,591,681
- Total income / additions
- $737,846,129
- Benefits paid
- $133,936,557
- Administrative expenses
- $531,576
- Total expenses
- $134,617,042
- Net increase / (decrease)
- $603,229,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORD KEEPER | $52,153 | not reported in the loaded dataset |