2023 Form 5500 filing — The Joslin Diabetes Center, Inc. Defined Contribution 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 20241013075329NAL0012340707001) for The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan, reported by Joslin Diabetes Center Inc. under EIN 04-2203836 and plan number 001. It reports 1,348 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)$180.6MReported net assets$180,644,281
Participants1.3K1,348
Provider compensation$55.8K4 Schedule C row(s)$55,828
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013075329NAL0012340707001
- Plan sponsor
- Joslin Diabetes Center Inc.
- EIN
- 04-2203836
- Plan number
- 001
- 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)$180.6M total assets
Net assets$180.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $180,644,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,644,281
- Employer contributions
- $965,321
- Participant contributions
- $1,848,832
- Total income / additions
- $28,451,439
- Benefits paid
- $7,790,783
- Administrative expenses
- $55,828
- Total expenses
- $7,848,901
- Net increase / (decrease)
- $20,602,538
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Services LLC | NONE | $30,000 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | NONE | $12,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $8,528 | $0 |
| Tiaa | NONE | $4,500 | $0 |