2023 Form 5500 filing — Harvard University 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 20241009190908NAL0033771392001) for Harvard University Retirement Plan, reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 003. It reports 9,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009190908NAL0033771392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- President & Fellows Of Harvard College Harvard Human Resources, Benefi
- EIN
- 04-2103580
- Plan number
- 003
- Location
- Cambridge, MA
- Participants
- 9,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,569,353,788
- Total liabilities (EOY)
- $2,041
- Net assets (EOY)
- $1,569,351,747
- Employer contributions
- $11,670,485
- Total income / additions
- $184,939,373
- Benefits paid
- $127,349,708
- Administrative expenses
- $1,474,219
- Total expenses
- $128,823,927
- Net increase / (decrease)
- $56,115,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management Company, Llp | INVESTMENT MANAGEMENT | $401,575 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARIAL CONSULTING | $241,454 | not reported in the loaded dataset |
| Tiaa | INVESTMENT MANAGER | $45,238 | not reported in the loaded dataset |
| Ropes & Gray | LEGAL CONSULTING | $26,788 | not reported in the loaded dataset |