2023 Form 5500 filing — Rmf 401k 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 20241009170443NAL0033476704001) for Rmf 401k Retirement Plan, reported by Risk Management Foundation Of The Harvard Medical Institutions, Inc. under EIN 04-2667811 and plan number 002. It reports 277 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)$74.1MReported net assets$74,142,217
Participants277
Provider compensation$15K2 Schedule C row(s)$14,953
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009170443NAL0033476704001
Plan sponsor
Risk Management Foundation Of The Harvard Medical Institutions, Inc.
EIN
04-2667811
Plan number
002
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)$74.1M total assets
Net assets$74.1MLiabilities$0
Money in vs. money out
Total income / additions$15.3M
Total expenses$5.1M
Benefits paid / distributions$5.1M
Contributions
Employer$2M
Participant$2.2M
Full reported line items
Total assets (EOY)
$74,142,217
Total liabilities (EOY)
$0
Net assets (EOY)
$74,142,217
Employer contributions
$2,029,199
Participant contributions
$2,175,754
Total income / additions
$15,269,041
Benefits paid
$5,081,315
Administrative expenses
$26,868
Total expenses
$5,108,183
Net increase / (decrease)
$10,160,858
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $14.9K · Indirect $0
  2. 2
    NONE · Direct $8 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009170443NAL0033476704001 cover?
It is the 2023 Form 5500 filing for Rmf 401k Retirement Plan, reported by Risk Management Foundation Of The Harvard Medical Institutions, Inc. (EIN 04-2667811).
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).

Related Form 5500 pages