2023 Form 5500 filing — Tufts Medical Center, Inc. Retirement Savings Plan - 403(B)
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 20241015152615NAL0056947410001) for Tufts Medical Center, Inc. Retirement Savings Plan - 403(B), reported by Tufts Medical Center, Inc. under EIN 04-3400617 and plan number 007. It reports 8,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152615NAL0056947410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tufts Medical Center, Inc.
- EIN
- 04-3400617
- Plan number
- 007
- Location
- Boston, MA
- Participants
- 8,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,244,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,244,421
- Employer contributions
- $8,720,132
- Participant contributions
- $30,412,895
- Total income / additions
- $134,116,206
- Benefits paid
- $51,634,164
- Administrative expenses
- $369,639
- Total expenses
- $52,154,197
- Net increase / (decrease)
- $81,962,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invsts Instl Oper Co, Inc. | NONE | $189,143 | $0 |
| Strategic Advisors, Inc. | NONE | $119,204 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $28,994 | not reported in the loaded dataset |
| Sage View Advisory Group, LLC | NONE | $20,272 | not reported in the loaded dataset |
| Lincoln National Corporation | NONE | $1,350 | $0 |
| Unum Life Ins. Co. Of America | NONE | $0 | $25 |