Corcoran Jennison Company Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Corcoran Jennison Company Inc (EIN 04-2964561) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2964561
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Corcoran Jennison Company Inc

  • 2 loaded plans hold $34M in reported assets.
  • The largest, Corcoran Jennison Companies 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 988 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34MSummed across loaded plans$34,022,069
Total reported assets$34M$34,022,069
Total reported participants988
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34M total assets
Net assets$34MLiabilities$0
Contributions & income
Employer contributions$728.7K
Participant contributions$1.6M
Total income / additions$9.3M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3M
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Corcoran Jennison Companies 401(K) Plan
Participants per plan494Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 519 participants · 2023
  2. 2
    Corcoran Jennison Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 469 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Corcoran Jennison Company Inc. Open one for its full reported snapshot.

  1. 2023
    Corcoran Jennison Companies 401(K) Plan519 participants · 2Sch HSch C
    View filing →
  2. 2023
    Corcoran Jennison Welfare Benefit Plan469 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Corcoran Jennison Company Inc report on Form 5500?
Corcoran Jennison Company Inc (EIN 04-2964561) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Corcoran Jennison Company Inc?
The Employer Identification Number (EIN) reported for Corcoran Jennison Company Inc is 04-2964561.
What is the latest Form 5500 filing year for Corcoran Jennison Company Inc?
The latest loaded Form 5500 filing year for Corcoran Jennison Company Inc is 2023.

Related Form 5500 pages