Yale University Retirement Plan For Staff Employees — 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 Plan For Staff Employees is a benefit plan reported by Yale University under EIN 06-0646973 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,970 participants and $2,048,851,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 002
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 12,970
- End-of-year plan assets
- $2,048,851,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,970 | H, C | 20250404105121NAL0018168032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,048,851,275
- Total liabilities (EOY)
- $268,953
- Net assets (EOY)
- $2,048,582,322
- Net assets (BOY)
- $1,975,589,611
Income & contributions
- Total contributions
- $0
- Total income / additions
- $159,310,693
Expenses & distributions
- Benefits paid
- $60,694,423
- Administrative expenses
- $25,623,559
- Total expenses
- $86,317,982
- Net increase / (decrease)
- $72,992,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | CONTRACT ADMINISTRATOR | $1,144,231 | not reported in the loaded dataset | 2023 |
| Trigran Investments, Inc. | INVESTMENT MANAGER | $295,739 | $0 | 2023 |
| Northern Trust | CUSTODIAN | $294,086 | not reported in the loaded dataset | 2023 |
| Yale University | PLAN ADMINISTRATOR | $204,694 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTUARY | $143,195 | not reported in the loaded dataset | 2023 |
| Curcio Webb | CONTRACT ADMINISTRATOR | $112,353 | not reported in the loaded dataset | 2023 |
| Brookdale Realty Services, LLC | INVESTMENT MANAGER | $0 | $98,196 | 2023 |
| Deloitte Tax Llp | TAX ACCOUNTANT | $94,910 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | BROKER | $72,701 | not reported in the loaded dataset | 2023 |
| K&L Gates | ATTORNEY | $37,571 | not reported in the loaded dataset | 2023 |
| Grant Thornton | ACCOUNTANT | $34,125 | 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
- Alight Solutions LLC — Schedule C compensation
- Trigran Investments, Inc. — Schedule C compensation
- Northern Trust — Schedule C compensation
- Yale University — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Brookdale Realty Services, LLC — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- K&L Gates — Schedule C compensation
- Grant Thornton — Schedule C compensation