Stanford Contributory Retirement Plan — Form 5500 plan (The Board Of Trustees Of The Leland Stanford Junior 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, Stanford Contributory Retirement Plan is a benefit plan reported by The Board Of Trustees Of The Leland Stanford Junior University under EIN 94-1156365 and plan number 001. The latest loaded filing year is 2023. The filing reports 40,248 participants and $11,039,978,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Leland Stanford Junior University
- EIN
- 94-1156365
- Plan number
- 001
- Plan type
- 2
- Location
- Redwood City, CA
- Latest filing year
- 2023
- Participants
- 40,248
- End-of-year plan assets
- $11,039,978,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40,248 | H, C | 20241009125551NAL0032674384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,039,978,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,039,978,863
- Net assets (BOY)
- $9,385,736,560
Income & contributions
- Employer contributions
- $241,904,791
- Participant contributions
- $284,691,565
- Total contributions
- $563,199,695
- Total income / additions
- $2,181,126,334
Expenses & distributions
- Benefits paid
- $525,740,373
- Administrative expenses
- $1,275,742
- Total expenses
- $527,016,115
- Net increase / (decrease)
- $1,654,110,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Operations C | NONE | $875,638 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $400,738 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $14,490 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Leland Stanford Junior University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redwood City, CA
- Fidelity Institutional Operations C — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation