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Form 5500 · Retirement plan · ITHACA, NY

CORNELL UNIVERSITY

The filing calls this plan CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN.

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 003 · plan year 2025, filed Sep 22, 2026

Participants at the start of the year
18,312
Contracts on file
2
Contract value
$425,844,100
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 $425,844,100 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 / GIC70December$3,928,052$0
TIAA-CREFAnnuity / GIC5,416December$421,916,048$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 INSTL OPERATIONS CO
Named on Schedule C · EIN 04-2647786
$203,722
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC
Named on Schedule C · EIN 26-0058143
$85,819
paid directly by the plan
BONADIO & CO. LLP
Accounting and audit · EIN 16-1131146
$35,500
paid directly by the plan
TIAA
Recordkeeping and information management · EIN 13-1624203
$25,151
paid directly by the plan
NEW HORIZON FINANCIAL STRATEGIES
Named on Schedule C · EIN 16-1493137
$22,298
paid directly by the plan
CORNELL POCHILY INVESTMENT ADVISORS
Named on Schedule C · EIN 26-1694165
$11,625
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
$2,712,152,079
Paid out in benefits
$171,507,413
Participants at the start of the year
18,312
Participants with account balances
12,643

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 16-1131146
BONADIO & CO., LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$35,500

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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 001Retirement plan · 2 Schedule A contractsplan 002Retirement plan · 1 Schedule A contractplan 007Retirement plan · 1 Schedule A contractplan 004Form 5500 filing · no insured Schedule A contractsplan 524Form 5500 filing · no insured Schedule A contracts

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