Tiaa Retirement Plan — Form 5500 plan (Teachers Insurance And Annuity Association Of America)

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, Tiaa Retirement Plan is a benefit plan reported by Teachers Insurance And Annuity Association Of America under EIN 13-1624203 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,288 participants and $5,254,874,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teachers Insurance And Annuity Association Of America
EIN
13-1624203
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
28,288
End-of-year plan assets
$5,254,874,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328,288H, C20241010150933NAL0034551824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,254,874,957
Total liabilities (EOY)
$0
Net assets (EOY)
$5,254,874,957
Net assets (BOY)
$4,543,178,238

Income & contributions

Employer contributions
$155,941,926
Total contributions
$155,941,926
Total income / additions
$845,306,809

Expenses & distributions

Benefits paid
$133,188,046
Administrative expenses
$422,044
Total expenses
$133,610,090
Net increase / (decrease)
$711,696,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow Financial IncNONE$394,599not reported in the loaded dataset2023
TiaaNONE$27,438$02023

Related Form 5500 pages