Nonprofits›Carleton University Retirement Plan S1S 5B6

Carleton University Retirement Plan S1S 5B6

CANADA

Website

Total revenue

$119.2M

Total expenses

$70.1M

Net assets

$1.3B

Grants received

—

EIN

980038349

Tax year

2024

Mission

Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for the retirement plan.

Financials

FY 2024

Revenue

Contributions & grants—
Program service revenue$31.9M
Investment income$180.0M
Other revenue—
Total revenue$119.2M

Expenses

Grants paid—
Salaries & benefits$423K
Fundraising—
Other expenses$5.5M
Total expenses$70.1M
Total assets$1.3B
Net assets$1.3B

People

8 listed

NameRoleCompensation

Randall Germain

Pension Committee Member

Board

—

0

James Simpson

Pension Committee Member

Board

—

0

Kevin Mann

Pension Committee Member

Board

—

0

Chad Burns

Pension Committee Member

Board

—

0

Duane McNair

Pension Committee Member

Board

—

0

Mohamedou Ould Mohamed Abdel Haye

Pension Committee Member

Board

—

0

Susan Mingie

Pension Committee Member

Board

—

0

Andrew Urquhart

Chair

Staff

—

40 hrs/wk

Independent contractors

MFS Institutional Investors

Investment Management

$759K

AB

Investment Management

$724K

Brandes

Investment Management

$703K

PHN

Investment Management

$540K

State Street Global Advisors

Investment Management

$453K

Details

EIN980038349
Subsection03
Ruling date1978-12
Formed1943
Employees0
Volunteers0
CARLETON UNIVERSITY RETIREMENT PLAN S1S 5B6 — Mission, Financials & Grants Received | Grantivo