How many benefit plans does Harvard Management Company Inc. report on Form 5500?

Harvard Management Company Inc. (EIN 23-7361259) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Harvard Management Company Inc.?

The Employer Identification Number (EIN) reported for Harvard Management Company Inc. is 23-7361259.

What is the latest Form 5500 filing year for Harvard Management Company Inc.?

The latest loaded Form 5500 filing year for Harvard Management Company Inc. is 2023.

Harvard Management 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, Harvard Management Company Inc. (EIN 23-7361259) is a plan sponsor located in Boston, MA with 3 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: 23-7361259
Location: Boston, MA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $104,569,115
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $104,569,115

Contributions & income

Employer contributions: $1,927,861
Participant contributions: $1,814,313
Total income / additions: $20,504,710

Expenses & distributions

Benefits paid / distributions: $4,346,431
Total expenses: $4,398,964
Net increase / (decrease): $16,105,746

Coverage

Total reported participants: 652
Plans with financial statements: 2
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Harvard Management Company Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Harvard Management Company Inc. Pension Plan	004	282	$53,921,432	2023
The Harvard Management Company 403(B) Tax-Deferred Annuity Plan	001	263	$50,647,683	2023
Harvard Management Company Inc. Health & Welfare Plan	505	107	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harvard Management Company Inc.
Year	Plan	Participants	Schedules	Filing
2023	Harvard Management Company Inc. Pension Plan	282	H, C	20240920105010NAL0004358883001
2023	The Harvard Management Company 403(B) Tax-Deferred Annuity Plan	263	H, C	20240920105142NAL0004361011001
2023	Harvard Management Company Inc. Health & Welfare Plan	107	—	20241205101515NAL0008231056001