Nichols School Tiaa-Cref Retirement Plan — Form 5500 plan (Nichols School Of Buffalo)
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, Nichols School Tiaa-Cref Retirement Plan is a benefit plan reported by Nichols School Of Buffalo under EIN 16-0755808 and plan number 002. The latest loaded filing year is 2023. The filing reports 330 participants and $42,571,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nichols School Of Buffalo
- EIN
- 16-0755808
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $42,571,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20250415135939NAL0003400033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,571,074
- Net assets (EOY)
- $42,571,074
- Net assets (BOY)
- $39,286,266
Income & contributions
- Employer contributions
- $385,047
- Participant contributions
- $639,179
- Total contributions
- $1,096,501
- Total income / additions
- $5,868,088
Expenses & distributions
- Benefits paid
- $2,550,726
- Administrative expenses
- $32,554
- Total expenses
- $2,583,280
- Net increase / (decrease)
- $3,284,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $9,568 | $0 | 2023 |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $9,118 | $0 | 2023 |
| Global Retirement Partners | FINANCIAL ADV | $7,868 | $0 | 2023 |
| Lumsden & Mccormick Llp | ACCOUNTANT | $6,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nichols School Of Buffalo
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Lumsden & Mccormick Llp — Schedule C compensation