2023 Form 5500 filing — Lesley 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 20241010095351NAL0009878435001) for Lesley University Retirement Plan, reported by Lesley University under EIN 04-2103589 and plan number 001. It reports 1,604 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)$189.6MReported net assets$189,623,838
Participants1.6K1,604
Provider compensation$149.9K3 Schedule C row(s)$149,891
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010095351NAL0009878435001
Plan sponsor
Lesley University
EIN
04-2103589
Plan number
001
Location
Cambridge, 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)$189.6M total assets
Net assets$189.6MLiabilities$0
Money in vs. money out
Total income / additions$29.8M
Total expenses$14M
Benefits paid / distributions$13.8M
Contributions
Employer$2.5M
Participant$3.1M
Full reported line items
Total assets (EOY)
$189,623,838
Total liabilities (EOY)
$0
Net assets (EOY)
$189,623,838
Employer contributions
$2,500,864
Participant contributions
$3,147,105
Total income / additions
$29,765,859
Benefits paid
$13,803,152
Administrative expenses
$151,387
Total expenses
$13,954,539
Net increase / (decrease)
$15,811,320
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$92.4K
    NONE · Direct $92.4K · Indirect $0
  2. 2
    NONE · Direct $36.9K
  3. 3
    NONE · Direct $20.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010095351NAL0009878435001 cover?
It is the 2023 Form 5500 filing for Lesley University Retirement Plan, reported by Lesley University (EIN 04-2103589).
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