form5500lookup

Form 5500 · Retirement plan · ITHACA, NY

CORNELL UNIVERSITY

The filing calls this plan CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA.

CORNELL UNIVERSITY of ITHACA, NY's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NEW YORK LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 15-0532082 · plan 001 · plan year 2025, filed Sep 22, 2026

Participants at the start of the year
27,192
Contracts on file
2
Contract value
$548,677,186
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $548,677,186 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC60December$2,656,797$0
TIAA-CREFAnnuity / GIC8,366December$546,020,389$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

FIDELITY INV. INS. OPS. CO. INC.
Named on Schedule C · EIN 04-2647786
$240,539
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC
Named on Schedule C · EIN 26-0058143
$103,648
paid directly by the plan
BONADIO & CO. LLP
Accounting and audit · EIN 16-1131146
$35,500
paid directly by the plan
NEW HORIZON FINANCIAL STRATEGIES
Named on Schedule C · EIN 16-1493137
$21,260
paid directly by the plan
CORNELL POCHILY INVESTMENT ADVISORS
Named on Schedule C · EIN 26-1694165
$15,062
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$3,345,650,672
Paid out in benefits
$207,336,723
Participants at the start of the year
27,192
Participants with account balances
20,901

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 16-1131146
BONADIO & CO., LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$35,500

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

plan 539Insured benefit plan · 6 Schedule A contractsRenews ~Jan 1plan 501Insured benefit plan · 6 Schedule A contractsRenews ~Jan 1plan 002Retirement plan · 1 Schedule A contractTax-Deferred Annuity PlanRetirement plan · 2 Schedule A contractsplan 007Retirement plan · 1 Schedule A contractplan 004Form 5500 filing · no insured Schedule A contractsplan 524Form 5500 filing · no insured Schedule A contracts

More employer plans in New York — largest plans, brokers, carriers and renewal months.