Yale University Tax-Deferred 403(B) Savings 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 Tax-Deferred 403(B) Savings Plan is a benefit plan reported by Yale University under EIN 06-0646973 and plan number 004. The latest loaded filing year is 2023. The filing reports 22,899 participants and $840,086,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 004
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 22,899
- End-of-year plan assets
- $840,086,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,899 | H, C | 20241007071257NAL0014873697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $840,086,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $840,086,772
- Net assets (BOY)
- $785,386,382
Income & contributions
- Participant contributions
- $6,131,053
- Total contributions
- $20,543,050
- Total income / additions
- $106,839,754
Expenses & distributions
- Benefits paid
- $52,027,587
- Administrative expenses
- $262,726
- Total expenses
- $52,297,471
- Net increase / (decrease)
- $54,542,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $102,982 | $0 | 2023 |
| Kreitler Financial, LLC | NONE | $93,999 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $32,936 | not reported in the loaded dataset | 2023 |
| Tidewater Wealth Management | NONE | $27,927 | 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
- Kreitler Financial, LLC — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Tidewater Wealth Management — Schedule C compensation