Plan5500

Tulane University Staff 403(B) Retirement Plan — Form 5500 plan (The Administrators Of The Tulane Educational Fund)

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, Tulane University Staff 403(B) Retirement Plan is a benefit plan reported by The Administrators Of The Tulane Educational Fund under EIN 72-0423889 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,703 participants and $291,399,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Administrators Of The Tulane Educational Fund
EIN
72-0423889
Plan number
003
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
5,703
End-of-year plan assets
$291,399,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,703H, C20250402133922NAL0014291552002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,399,935
Net assets (EOY)
$291,399,935
Net assets (BOY)
$261,053,356

Income & contributions

Employer contributions
$12,454,329
Total contributions
$12,454,329
Total income / additions
$49,281,946

Expenses & distributions

Benefits paid
$18,802,870
Administrative expenses
$98,991
Total expenses
$18,901,861
Net increase / (decrease)
$30,380,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$98,985$02023

Related Form 5500 pages