2023 Form 5500 filing — Retirement Income Plan For Teaching Faculty Of Harvard University
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 20241009191410NAL0033778608001) for Retirement Income Plan For Teaching Faculty Of Harvard University, reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 002. It reports 8,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009191410NAL0033778608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- President & Fellows Of Harvard College Harvard Human Resources, Benefi
- EIN
- 04-2103580
- Plan number
- 002
- Location
- Cambridge, MA
- Participants
- 8,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,165,044,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,165,044,645
- Employer contributions
- $54,862,039
- Total income / additions
- $341,146,613
- Benefits paid
- $64,059,985
- Administrative expenses
- $162,104
- Total expenses
- $64,222,089
- Net increase / (decrease)
- $276,924,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | INVESTMENT MANAGER | $162,104 | $0 |