Cornell University Retirement Plan For The Employees Of The Endowed Colleges At Ithaca — Form 5500 plan (Cornell 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, Cornell University Retirement Plan For The Employees Of The Endowed Colleges At Ithaca is a benefit plan reported by Cornell University under EIN 15-0532082 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,357 participants and $2,763,917,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornell University
- EIN
- 15-0532082
- Plan number
- 001
- Plan type
- 2
- Location
- Ithaca, NY
- Latest filing year
- 2023
- Participants
- 26,357
- End-of-year plan assets
- $2,763,917,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,357 | H, C | 20241012212257NAL0040851872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,763,917,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,763,917,839
- Net assets (BOY)
- $2,445,666,175
Income & contributions
- Employer contributions
- $76,014,855
- Total contributions
- $76,014,855
- Total income / additions
- $459,222,345
Expenses & distributions
- Benefits paid
- $140,667,302
- Administrative expenses
- $303,379
- Total expenses
- $140,970,681
- Net increase / (decrease)
- $318,251,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Ins. Ops. Co. Inc. | NONE | $198,325 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $51,972 | not reported in the loaded dataset | 2023 |
| Bonadio & Co. Llp | NONE | $22,252 | not reported in the loaded dataset | 2023 |
| Cornell Pochily Investment Advisors | NONE | $14,105 | not reported in the loaded dataset | 2023 |
| New Horizon Financial Strategies | NONE | $12,318 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cornell University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ithaca, NY
- Fidelity Inv. Ins. Ops. Co. Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Bonadio & Co. Llp — Schedule C compensation
- Cornell Pochily Investment Advisors — Schedule C compensation
- New Horizon Financial Strategies — Schedule C compensation