2023 Form 5500 filing — Dana-Farber Cancer Institute 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 20241004084707NAL0005545763001) for Dana-Farber Cancer Institute Tax Deferred Annuity Plan, reported by Dana-Farber Cancer Institute, Inc. under EIN 04-2263040 and plan number 004. It reports 12,056 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)$735.2MReported net assets$735,181,179
Participants12.1K12,056
Provider compensation$167.9K6 Schedule C row(s)$167,921
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004084707NAL0005545763001
Plan sponsor
Dana-Farber Cancer Institute, Inc.
EIN
04-2263040
Plan number
004
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)$735.2M total assets
Net assets$735.2MLiabilities
Money in vs. money out
Total income / additions$171.3M
Total expenses$30.8M
Benefits paid / distributions$30.6M
Contributions
EmployerNot reported
Participant$53.7M
Full reported line items
Total assets (EOY)
$735,181,179
Net assets (EOY)
$735,181,179
Participant contributions
$53,739,514
Total income / additions
$171,264,318
Benefits paid
$30,569,977
Administrative expenses
$171,146
Total expenses
$30,763,055
Net increase / (decrease)
$140,501,263
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $68.8K
  2. 2
    PLAN SPONSOR · Direct $44.7K
  3. 3
    NONE · Direct $32.5K
  4. 4
    RECORDKEEPER · Direct $18.5K · Indirect $0
  5. 5
    Tiaa$3.1K
    NONE · Direct $3.1K · Indirect $0
  6. 6
    NONE · Direct $200 · Indirect $0

Related Form 5500 pages