Stanford University Post-Retirement And Post-Employment Benefit 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 University Post-Retirement And Post-Employment Benefit Plan is a benefit plan reported by The Board Of Trustees Of The Leland Stanford Junior University under EIN 94-1156365 and plan number 516. The latest loaded filing year is 2023. The filing reports 5,247 participants and $317,929,799 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
- 516
- Plan type
- 2
- Location
- Redwood City, CA
- Latest filing year
- 2023
- Participants
- 5,247
- End-of-year plan assets
- $317,929,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,247 | H, C | 20250312114808NAL0010117875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $317,929,799
- Total liabilities (EOY)
- $1,528,799
- Net assets (EOY)
- $316,401,000
- Net assets (BOY)
- $279,985,490
Income & contributions
- Employer contributions
- $9,177,640
- Participant contributions
- $21,231,654
- Total contributions
- $30,409,294
- Total income / additions
- $81,879,684
Expenses & distributions
- Benefits paid
- $43,614,096
- Administrative expenses
- $1,850,078
- Total expenses
- $45,464,174
- Net increase / (decrease)
- $36,415,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| California Physicians' Service | NONE | $1,301,898 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $182,275 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust | NONE | $164,071 | not reported in the loaded dataset | 2023 |
| The Vita Companies | NONE | $130,959 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $70,875 | not reported in the loaded dataset | 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
- California Physicians' Service — Schedule C compensation
- Delta Dental — Schedule C compensation
- Vanguard Fiduciary Trust — Schedule C compensation
- The Vita Companies — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation