2023 Form 5500 filing — The Charles Stark Draper Laboratory, Inc. Supplemental Retirement 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 20241011092635NAL0036522112001) for The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan, reported by The Charles Stark Draper Laboratory, Inc. under EIN 04-2505372 and plan number 003. It reports 2,273 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)$414.9MReported net assets$414,855,654
Participants2.3K2,273
Provider compensation$90.7K2 Schedule C row(s)$90,689
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011092635NAL0036522112001
- Plan sponsor
- The Charles Stark Draper Laboratory, Inc.
- EIN
- 04-2505372
- Plan number
- 003
- Location
- Cambridge, 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)$414.9M total assets
Net assets$414.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $414,855,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $414,855,654
- Participant contributions
- $15,716,399
- Total income / additions
- $81,706,996
- Benefits paid
- $24,055,181
- Administrative expenses
- $94,533
- Total expenses
- $24,161,636
- Net increase / (decrease)
- $57,545,360
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $55,814 | $0 |
| Mercer Investments LLC | NONE | $34,875 | not reported in the loaded dataset |