2023 Form 5500 filing — The Broad Institute, Inc. 401(K) 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 20241010150557NAL0036210960001) for The Broad Institute, Inc. 401(K) Retirement Plan, reported by The Broad Institute under EIN 26-3428781 and plan number 001. It reports 3,867 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)$403.7MReported net assets$403,672,696
Participants3.9K3,867
Provider compensation$199.6K2 Schedule C row(s)$199,646
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010150557NAL0036210960001
Plan sponsor
The Broad Institute
EIN
26-3428781
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)$403.7M total assets
Net assets$403.7MLiabilities$0
Money in vs. money out
Total income / additions$106.5M
Total expenses$18.5M
Benefits paid / distributions$18.3M
Contributions
Employer$17.3M
Participant$21.9M
Full reported line items
Total assets (EOY)
$403,672,696
Total liabilities (EOY)
$0
Net assets (EOY)
$403,672,696
Employer contributions
$17,291,300
Participant contributions
$21,873,567
Total income / additions
$106,506,505
Benefits paid
$18,308,233
Administrative expenses
$199,646
Total expenses
$18,520,927
Net increase / (decrease)
$87,985,578
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $183.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $16.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010150557NAL0036210960001 cover?
It is the 2023 Form 5500 filing for The Broad Institute, Inc. 401(K) Retirement Plan, reported by The Broad Institute (EIN 26-3428781).
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