2023 Form 5500 filing — Emmanuel College Defined Contribution 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 20241015132849NAL0029787969001) for Emmanuel College Defined Contribution Plan, reported by Trustees Of Emmanuel College under EIN 04-2105769 and plan number 001. It reports 885 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132849NAL0029787969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Emmanuel College
- EIN
- 04-2105769
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 885
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,359,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,359,120
- Employer contributions
- $2,028,502
- Participant contributions
- $2,137,516
- Total income / additions
- $18,527,737
- Benefits paid
- $4,732,782
- Administrative expenses
- $129,621
- Total expenses
- $4,871,401
- Net increase / (decrease)
- $13,656,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $67,944 | $0 |
| Fiduciary Investment Advisors LLC | NONE | $34,608 | not reported in the loaded dataset |
| Gray, Gray & Gray Llp | NONE | $18,500 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $9,544 | not reported in the loaded dataset |