Plan5500

Yale University Matching Retirement 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 Matching Retirement Plan is a benefit plan reported by Yale University under EIN 06-0646973 and plan number 005. The latest loaded filing year is 2023. The filing reports 8,237 participants and $538,833,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yale University
EIN
06-0646973
Plan number
005
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
8,237
End-of-year plan assets
$538,833,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,237H, C20241007071452NAL0014875553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$538,833,297
Total liabilities (EOY)
$0
Net assets (EOY)
$538,833,297
Net assets (BOY)
$461,936,585

Income & contributions

Employer contributions
$7,924,926
Participant contributions
$22,751,986
Total contributions
$33,889,884
Total income / additions
$102,031,240

Expenses & distributions

Benefits paid
$24,085,435
Administrative expenses
$339,096
Total expenses
$24,937,685
Net increase / (decrease)
$77,093,555

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$256,889$02023
Aon Investments Usa IncNONE$50,550not reported in the loaded dataset2023
Grant Thornton, LlpNONE$22,575not reported in the loaded dataset2023

Related Form 5500 pages