Plan5500

College Entrance Examination Board Tax-Deferred Annuity Plan — Form 5500 plan (College Board)

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, College Entrance Examination Board Tax-Deferred Annuity Plan is a benefit plan reported by College Board under EIN 13-1623965 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,712 participants and $467,144,448 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
College Board
EIN
13-1623965
Plan number
004
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
3,712
End-of-year plan assets
$467,144,448

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,712H, C20240709140838NAL0007939139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$467,144,448
Total liabilities (EOY)
$0
Net assets (EOY)
$467,144,448
Net assets (BOY)
$384,215,012

Income & contributions

Employer contributions
$10,220,566
Participant contributions
$21,995,138
Total contributions
$36,159,876
Total income / additions
$102,355,222

Expenses & distributions

Benefits paid
$19,401,038
Administrative expenses
$24,748
Total expenses
$19,425,786
Net increase / (decrease)
$82,929,436

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cap Financial Partnersnot reported in the loaded dataset$20,998not reported in the loaded dataset2023
Tiaa-Teachers Insurance And Annuitynot reported in the loaded dataset$10,000not reported in the loaded dataset2023

Related Form 5500 pages