Tax Deferred Annuity Plan Of Ny Medical College — Form 5500 plan (New York Medical College)
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, Tax Deferred Annuity Plan Of Ny Medical College is a benefit plan reported by New York Medical College under EIN 13-1099420 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,465 participants and $693,522,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Medical College
- EIN
- 13-1099420
- Plan number
- 002
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 2,465
- End-of-year plan assets
- $693,522,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,465 | H, C | 20241014123839NAL0026160977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $693,522,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $693,522,942
- Net assets (BOY)
- $648,768,691
Income & contributions
- Employer contributions
- $2,923,438
- Participant contributions
- $4,477,691
- Total contributions
- $11,761,767
- Total income / additions
- $91,904,864
Expenses & distributions
- Benefits paid
- $46,952,504
- Administrative expenses
- $195,532
- Total expenses
- $47,150,613
- Net increase / (decrease)
- $44,754,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $150,817 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $30,385 | not reported in the loaded dataset | 2023 |
| Laiken Associates, Inc. | NONE | $7,333 | not reported in the loaded dataset | 2023 |
| Rbt Cpas, Llp | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York Medical College
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valhalla, NY
- Tiaa — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Laiken Associates, Inc. — Schedule C compensation
- Rbt Cpas, Llp — Schedule C compensation