Cornell University Tax-Deferred Annuity Plan — 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 Tax-Deferred Annuity Plan is a benefit plan reported by Cornell University under EIN 15-0532082 and plan number 003. The latest loaded filing year is 2023. The filing reports 18,106 participants and $2,223,101,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornell University
- EIN
- 15-0532082
- Plan number
- 003
- Plan type
- 2
- Location
- Ithaca, NY
- Latest filing year
- 2023
- Participants
- 18,106
- End-of-year plan assets
- $2,223,101,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,106 | H, C | 20241012213620NAL0048795282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,223,101,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,223,101,332
- Net assets (BOY)
- $1,947,450,070
Income & contributions
- Participant contributions
- $64,556,674
- Total contributions
- $93,611,783
- Total income / additions
- $392,931,820
Expenses & distributions
- Benefits paid
- $117,063,484
- Administrative expenses
- $217,074
- Total expenses
- $117,280,558
- Net increase / (decrease)
- $275,651,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Instl Operations Co | NONE | $135,049 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $36,362 | not reported in the loaded dataset | 2023 |
| Bonadio & Co. Llp | NONE | $22,250 | not reported in the loaded dataset | 2023 |
| Cornell Pochily Investment Advisors | NONE | $8,027 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $7,644 | $0 | 2023 |
| New Horizon Financial Strategies | NONE | $7,396 | 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 Instl Operations Co — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Bonadio & Co. Llp — Schedule C compensation
- Cornell Pochily Investment Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- New Horizon Financial Strategies — Schedule C compensation