2023 Form 5500 filing — Tax Deferred Annuity Plan Of Ny Medical College
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 20241014123839NAL0026160977001) for Tax Deferred Annuity Plan Of Ny Medical College, reported by New York Medical College under EIN 13-1099420 and plan number 002. It reports 2,465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123839NAL0026160977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Medical College
- EIN
- 13-1099420
- Plan number
- 002
- Location
- Valhalla, NY
- Participants
- 2,465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $693,522,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $693,522,942
- Employer contributions
- $2,923,438
- Participant contributions
- $4,477,691
- Total income / additions
- $91,904,864
- Benefits paid
- $46,952,504
- Administrative expenses
- $195,532
- Total expenses
- $47,150,613
- Net increase / (decrease)
- $44,754,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $150,817 | $0 |
| Capfinancial Partners LLC | NONE | $30,385 | not reported in the loaded dataset |
| Laiken Associates, Inc. | NONE | $7,333 | not reported in the loaded dataset |
| Rbt Cpas, Llp | NONE | $5,500 | not reported in the loaded dataset |