2023 Form 5500 filing — Supplemental Retirement Accounts For All Employees Of Dartmouth College
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 20240730125924NAL0011828979003) for Supplemental Retirement Accounts For All Employees Of Dartmouth College, reported by Trustees Of Dartmouth College under EIN 02-0222111 and plan number 003. It reports 7,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730125924NAL0011828979003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Dartmouth College
- EIN
- 02-0222111
- Plan number
- 003
- Location
- Hanover, NH
- Participants
- 7,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $997,386,990
- Total liabilities (EOY)
- $6,845
- Net assets (EOY)
- $997,380,145
- Participant contributions
- $29,515,848
- Total income / additions
- $192,895,525
- Benefits paid
- $44,344,882
- Administrative expenses
- $140,952
- Total expenses
- $44,497,558
- Net increase / (decrease)
- $148,397,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $80,903 | $0 |
| Fidelity Inv Inst Operations Co Inc | RECORDKEEPER | $62,373 | $0 |