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Form 5500 · Retirement plan · NEW YORK, NY

THE CONFERENCE BOARD, INC.

The filing calls this plan THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN.

THE CONFERENCE BOARD, INC. of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRUDENTIAL INSURANCE COMPANY OF AMERICA and 1 other insurer. 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
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1624108 · plan 002 · plan year 2025, filed Apr 15, 2026

Participants at the start of the year
616
Contracts on file
2
Contract value
$1,029,955
Plan year end
June

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 PRUDENTIAL INSURANCE COMPANY OF AMERICA.

The contracts held $1,029,955 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 June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC4June$47,569$0
TIAA-CREFAnnuity / GIC101June$982,386$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

TIAA
Contract administrator · Recordkeeping and information management · EIN 13-1624203
$33,749
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
$28,027,983
Paid out in benefits
$2,107,184
Participants at the start of the year
616
Participants with account balances
631

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

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 35-0921680
CROWE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

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

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