2023 Form 5500 filing — Weill Cornell Medical College 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 20241014092324NAL0025813873001) for Weill Cornell Medical College Tax Deferred Annuity Plan, reported by Cornell University under EIN 15-0532082 and plan number 007. It reports 14,764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092324NAL0025813873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornell University
- EIN
- 15-0532082
- Plan number
- 007
- Location
- Ithaca, NY
- Participants
- 14,764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,399,909,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,399,909,414
- Participant contributions
- $69,517,116
- Total income / additions
- $296,483,090
- Benefits paid
- $31,874,423
- Administrative expenses
- $85,119
- Total expenses
- $32,015,173
- Net increase / (decrease)
- $264,467,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $32,499 | $0 |
| Bca Watson Rice Llp | NONE | $29,200 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $20,529 | not reported in the loaded dataset |