Carnegie Mellon University Faculty And Staff Retirement Plan — Form 5500 plan (Carnegie Mellon 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, Carnegie Mellon University Faculty And Staff Retirement Plan is a benefit plan reported by Carnegie Mellon University under EIN 25-0969449 and plan number 007. The latest loaded filing year is 2023. The filing reports 13,083 participants and $2,549,846,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carnegie Mellon University
EIN
25-0969449
Plan number
007
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
13,083
End-of-year plan assets
$2,549,846,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,083H, C20241015075747NAL0015962083003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,549,846,260
Net assets (EOY)
$2,549,846,260
Net assets (BOY)
$2,240,167,169

Income & contributions

Employer contributions
$42,764,696
Participant contributions
$38,106,636
Total contributions
$91,913,947
Total income / additions
$429,187,000

Expenses & distributions

Benefits paid
$118,995,206
Administrative expenses
$512,703
Total expenses
$119,507,909
Net increase / (decrease)
$309,679,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Teachers Ins. And Annuity Assoc.CONTACT ADMIN/RK$512,703$02023

Related Form 5500 pages