Plan5500

Research Foundation Of The City University Of New York Tax-Deferred Annuity (Tda) Plan — Form 5500 plan (Research Foundation Of Cuny)

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, Research Foundation Of The City University Of New York Tax-Deferred Annuity (Tda) Plan is a benefit plan reported by Research Foundation Of Cuny under EIN 13-1988190 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,910 participants and $201,542,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Research Foundation Of Cuny
EIN
13-1988190
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
9,910
End-of-year plan assets
$201,542,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,910H, C20241008153849NAL0017899889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$201,542,550
Total liabilities (EOY)
$0
Net assets (EOY)
$201,542,550
Net assets (BOY)
$179,563,990

Income & contributions

Participant contributions
$6,999,973
Total contributions
$8,612,541
Total income / additions
$32,466,390

Expenses & distributions

Benefits paid
$10,335,764
Administrative expenses
$152,066
Total expenses
$10,487,830
Net increase / (decrease)
$21,978,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$95,924$02023
Cohnreznick LlpNONE$41,754not reported in the loaded dataset2023
Julian OsorioEMPLOYEE$11,974not reported in the loaded dataset2023
Farrah DorsinvilleEMPLOYEE$6,648not reported in the loaded dataset2023

Related Form 5500 pages