2023 Form 5500 filing — Franklin W. Olin College Of Engineering 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709123605NAL0007861747001) for Franklin W. Olin College Of Engineering 403(B) Retirement Plan, reported by Franklin W. Olin College Of Engineering under EIN 06-1519057 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709123605NAL0007861747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franklin W. Olin College Of Engineering
- EIN
- 06-1519057
- Plan number
- 001
- Location
- Needham, MA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,213,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,213,962
- Employer contributions
- $1,038,580
- Participant contributions
- $1,590,471
- Total income / additions
- $13,896,758
- Benefits paid
- $3,288,720
- Administrative expenses
- $81,661
- Total expenses
- $3,370,381
- Net increase / (decrease)
- $10,526,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $42,833 | $0 |
| Fiducient Advisors, LLC | NONE | $12,500 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | NONE | $9,500 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $8,922 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | $846 | $0 |