2023 Form 5500 filing — Yale University Retirement Plan For Staff Employees
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 20250404105121NAL0018168032001) for Yale University Retirement Plan For Staff Employees, reported by Yale University under EIN 06-0646973 and plan number 002. It reports 12,970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404105121NAL0018168032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 002
- Location
- New Haven, CT
- Participants
- 12,970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,048,851,275
- Total liabilities (EOY)
- $268,953
- Net assets (EOY)
- $2,048,582,322
- Total income / additions
- $159,310,693
- Benefits paid
- $60,694,423
- Administrative expenses
- $25,623,559
- Total expenses
- $86,317,982
- Net increase / (decrease)
- $72,992,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | CONTRACT ADMINISTRATOR | $1,144,231 | not reported in the loaded dataset |
| Trigran Investments, Inc. | INVESTMENT MANAGER | $295,739 | $0 |
| Northern Trust | CUSTODIAN | $294,086 | not reported in the loaded dataset |
| Yale University | PLAN ADMINISTRATOR | $204,694 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $143,195 | not reported in the loaded dataset |
| Curcio Webb | CONTRACT ADMINISTRATOR | $112,353 | not reported in the loaded dataset |
| Brookdale Realty Services, LLC | INVESTMENT MANAGER | $0 | $98,196 |
| Deloitte Tax Llp | TAX ACCOUNTANT | $94,910 | not reported in the loaded dataset |
| Morgan Stanley | BROKER | $72,701 | not reported in the loaded dataset |
| K&L Gates | ATTORNEY | $37,571 | not reported in the loaded dataset |
| Grant Thornton | ACCOUNTANT | $34,125 | not reported in the loaded dataset |