2023 Form 5500 filing — Mcphs University 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 20241010115041NAL0039912914001) for Mcphs University Tax Deferred Annuity Plan, reported by Mcphs University under EIN 04-2104700 and plan number 003. It reports 1,992 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)$106.9MReported net assets$106,947,155
Participants2K1,992
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010115041NAL0039912914001
- Plan sponsor
- Mcphs University
- EIN
- 04-2104700
- Plan number
- 003
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$106.9M total assets
Net assets$106.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $106,947,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,947,155
- Participant contributions
- $8,400,775
- Total income / additions
- $24,466,086
- Benefits paid
- $7,672,000
- Administrative expenses
- $57,984
- Total expenses
- $7,730,671
- Net increase / (decrease)
- $16,735,415
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,311 | not reported in the loaded dataset |
| Fidelity Inv. Inst. Oper. Company | RECORDKEEPER | -$84,260 | $0 |