Plan5500

Harvard University Tax Deferred Annuity Plan — Form 5500 plan (President & Fellows Of Harvard College Harvard Human Resources, Benefi)

Plain-English plan 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, Harvard University Tax Deferred Annuity Plan is a benefit plan reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 006. The latest loaded filing year is 2023. The filing reports 35,923 participants and $3,765,660,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
President & Fellows Of Harvard College Harvard Human Resources, Benefi
EIN
04-2103580
Plan number
006
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
Participants
35,923
End-of-year plan assets
$3,765,660,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,923H, C20241009191224NAL0019835281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,765,660,720
Total liabilities (EOY)
$0
Net assets (EOY)
$3,765,660,720
Net assets (BOY)
$3,162,431,633

Income & contributions

Employer contributions
$850
Participant contributions
$165,591,681
Total contributions
$239,505,683
Total income / additions
$737,846,129

Expenses & distributions

Benefits paid
$133,936,557
Administrative expenses
$531,576
Total expenses
$134,617,042
Net increase / (decrease)
$603,229,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And AnnuiRECORD KEEPER$52,153not reported in the loaded dataset2023

Related Form 5500 pages