Plan5500

Tulane University Tax Deferral 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 Tax Deferral 403(B) Retirement Plan is a benefit plan reported by The Administrators Of The Tulane Educational Fund under EIN 72-0423889 and plan number 008. The latest loaded filing year is 2023. The filing reports 9,008 participants and $541,718,024 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
008
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
9,008
End-of-year plan assets
$541,718,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,008H, C20250402133922NAL0014291552003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$541,718,024
Net assets (EOY)
$541,718,024
Net assets (BOY)
$467,386,097

Income & contributions

Participant contributions
$23,750,954
Total contributions
$32,922,992
Total income / additions
$102,259,424

Expenses & distributions

Benefits paid
$27,857,471
Administrative expenses
$112,924
Total expenses
$27,970,395
Net increase / (decrease)
$74,289,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$114,355$02023

Related Form 5500 pages