2023 Form 5500 filing — Emerson College Tax Deferred Annuity 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 20240729084840NAL0010889891001) for Emerson College Tax Deferred Annuity Plan, reported by Emerson College under EIN 04-1286950 and plan number 001. It reports 2,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$221.7MReported net assets$221,694,592

Participants2.2K2,209

Provider compensation$154.3K5 Schedule C row(s)$154,301

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240729084840NAL0010889891001
Plan sponsor: Emerson College
EIN: 04-1286950
Plan number: 001
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$221.7M total assets

Net assets$221.7MLiabilities—

Money in vs. money out

Total income / additions$43.5M

Total expenses$15.3M

Benefits paid / distributions$14.9M

Contributions

Employer$6.1M

Participant$7M

Full reported line items

Total assets (EOY): $221,694,592
Net assets (EOY): $221,694,592
Employer contributions: $6,133,283
Participant contributions: $6,977,587
Total income / additions: $43,536,055
Benefits paid: $14,928,555
Administrative expenses: $210,822
Total expenses: $15,264,071
Net increase / (decrease): $28,271,984

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$112.7K
RECORD KEEPER · Direct $112.7K · Indirect $0
2
Mma Securities LLC$37.5K
ADVISOR · Direct $37.5K
3
Fidelity Investments$3.9K
RECORDKEEPER · Direct $3.9K · Indirect $0
4
Charles Schwab & Co, Inc$192
BROKER · Direct $192 · Indirect $0
5
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729084840NAL0010889891001 cover?: It is the 2023 Form 5500 filing for Emerson College Tax Deferred Annuity Plan, reported by Emerson College (EIN 04-1286950).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).