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, Santa Clara University Tax-Deferred Annuity Plan is a benefit plan reported by Santa Clara University under EIN 94-1156617 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,299 participants and $401,086,050 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $401,086,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,086,050
- Net assets (BOY)
- $343,291,327
Income & contributions
- Participant contributions
- $14,772,942
- Total contributions
- $22,350,384
- Total income / additions
- $84,016,382
Expenses & distributions
- Benefits paid
- $26,221,778
- Administrative expenses
- $1,788
- Total expenses
- $26,221,659
- Net increase / (decrease)
- $57,794,723