2023 Form 5500 filing — Mcphs University Pension 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 20250115091415NAL0012600835001) for Mcphs University Pension Plan, reported by Mcphs University under EIN 04-2104700 and plan number 001. It reports 1,049 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)$131.1MReported net assets$131,089,242
Participants1K1,049
Provider compensationNone reported4 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250115091415NAL0012600835001
- Plan sponsor
- Mcphs University
- EIN
- 04-2104700
- 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)$131.1M total assets
Net assets$131.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $131,089,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,089,242
- Employer contributions
- $7,973,678
- Total income / additions
- $25,589,188
- Benefits paid
- $5,711,145
- Administrative expenses
- -$37,059
- Total expenses
- $5,674,086
- Net increase / (decrease)
- $19,915,102
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $3,398 | not reported in the loaded dataset |
| The Angell Pension Group, Inc | SERVICE PROVIDER | $3,184 | not reported in the loaded dataset |
| Wealth Management Systems Inc | SERVICE PROVIDER | $0 | $0 |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | -$43,641 | $0 |