2023 Form 5500 filing — Yeshiva University After-Tax 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 20241014154806NAL0015238995001) for Yeshiva University After-Tax Annuity Plan, reported by Yeshiva University under EIN 13-1624225 and plan number 005. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$85MReported net assets$85,007,171
Participants969
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014154806NAL0015238995001
- Plan sponsor
- Yeshiva University
- EIN
- 13-1624225
- Plan number
- 005
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$85M total assets
Net assets$85MLiabilities$0
Full reported line items
- Total assets (EOY)
- $85,007,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,007,171
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $13,046,273
- Benefits paid
- $3,415,542
- Administrative expenses
- -$221,166
- Total expenses
- $3,194,376
- Net increase / (decrease)
- $9,851,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crowe Llp | CONSULTANT | $11,208 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$235,919 | $0 |