2023 Form 5500 filing — Clark 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 20241010075004NAL0011278387001) for Clark University Retirement Plan, reported by Clark University under EIN 04-2111203 and plan number 002. It reports 1,867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010075004NAL0011278387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clark University
- EIN
- 04-2111203
- Plan number
- 002
- Location
- Worcester, MA
- Participants
- 1,867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $351,037,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $351,037,502
- Employer contributions
- $5,144,382
- Participant contributions
- $5,413,930
- Total income / additions
- $58,969,404
- Benefits paid
- $17,055,443
- Administrative expenses
- $196,985
- Total expenses
- $17,252,428
- Net increase / (decrease)
- $41,716,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $81,395 | $0 |
| Fiducient Advisors, LLC | NONE | $58,287 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $37,498 | $0 |
| Stowe & Degon, LLC | NONE | $16,200 | not reported in the loaded dataset |