Carnegie Mellon University 401(K) 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 401(K) Plan is a benefit plan reported by Carnegie Mellon University under EIN 25-0969449 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,522 participants and $50,995,100 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
009
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
1,522
End-of-year plan assets
$50,995,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,522H, C20241015075747NAL0015962083004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,995,100
Total liabilities (EOY)
$823,101
Net assets (EOY)
$50,171,999
Net assets (BOY)
$38,120,459

Income & contributions

Employer contributions
$4,025,742
Participant contributions
$1,027,046
Total contributions
$5,056,284
Total income / additions
$13,016,992

Expenses & distributions

Benefits paid
$851,131
Administrative expenses
$114,321
Total expenses
$965,452
Net increase / (decrease)
$12,051,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Teachers Ins. And Annuity Assoc.CONTRACT ADMIN/RK$114,321$02023

Related Form 5500 pages