Yale University Retirement Account Plan — Form 5500 plan (Yale University)
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, Yale University Retirement Account Plan is a benefit plan reported by Yale University under EIN 06-0646973 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,452 participants and $7,406,887,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 001
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 23,452
- End-of-year plan assets
- $7,406,887,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,452 | H, C | 20241007071022NAL0026939024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,406,887,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,406,887,292
- Net assets (BOY)
- $6,417,767,985
Income & contributions
- Employer contributions
- $166,896,762
- Participant contributions
- $155,187,388
- Total contributions
- $379,482,604
- Total income / additions
- $1,273,386,363
Expenses & distributions
- Benefits paid
- $282,150,010
- Administrative expenses
- $1,934,426
- Total expenses
- $284,305,792
- Net increase / (decrease)
- $989,080,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $793,219 | $0 | 2023 |
| Aon Investments Usa Inc | NONE | $553,256 | not reported in the loaded dataset | 2023 |
| Kreitler Financial, LLC | NONE | $376,016 | not reported in the loaded dataset | 2023 |
| Assetmark,Inc. | NONE | $53,136 | not reported in the loaded dataset | 2023 |
| Tidewater Wealth Management | NONE | $42,582 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments, Ltd. | NONE | $37,865 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | NONE | $22,575 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network(H/O) | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Giller & Calhoun, LLC | NONE | $16,092 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yale University
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Haven, CT
- Tiaa — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Kreitler Financial, LLC — Schedule C compensation
- Assetmark,Inc. — Schedule C compensation
- Tidewater Wealth Management — Schedule C compensation
- Flexible Plan Investments, Ltd. — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Commonwealth Financial Network(H/O) — Schedule C compensation
- Giller & Calhoun, LLC — Schedule C compensation