2023 Form 5500 filing — Tufts Medicine, Inc. 403(B) 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 20241011192902NAL0011310547001) for Tufts Medicine, Inc. 403(B) Retirement Plan, reported by Tufts Medicine, Inc. under EIN 47-2250732 and plan number 001. It reports 1,196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011192902NAL0011310547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tufts Medicine, Inc.
- EIN
- 47-2250732
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 1,196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $861,718,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $861,718,438
- Employer contributions
- $5,583,736
- Participant contributions
- $18,635,141
- Total income / additions
- $110,794,429
- Benefits paid
- $25,222,562
- Administrative expenses
- $182,774
- Total expenses
- $25,478,335
- Net increase / (decrease)
- $85,316,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops | RECORDKEEPER | $99,140 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $40,544 | not reported in the loaded dataset |
| Cbiz Cpa'S P.C. | AUDITOR | $25,631 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $17,459 | not reported in the loaded dataset |