Vanderbilt University Retirement Plan — Form 5500 plan (Vanderbilt 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, Vanderbilt University Retirement Plan is a benefit plan reported by Vanderbilt University under EIN 62-0476822 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,637 participants and $2,316,024,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vanderbilt University
EIN
62-0476822
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
20,637
End-of-year plan assets
$2,316,024,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320,637H, C20241015173219NAL0030501425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,316,024,751
Total liabilities (EOY)
$0
Net assets (EOY)
$2,316,024,751
Net assets (BOY)
$2,069,951,170

Income & contributions

Employer contributions
$24,987,587
Participant contributions
$54,972,999
Total contributions
$85,125,614
Total income / additions
$399,279,217

Expenses & distributions

Benefits paid
$152,638,849
Administrative expenses
$566,787
Total expenses
$153,205,636
Net increase / (decrease)
$246,073,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$304,789$02023
Strategic Advisors, Inc.ADVISOR$265,780$02023

Related Form 5500 pages