403(B) Defined Contribution Retirement Plan For Dartmouth College Faculty And Staff — Form 5500 plan (Trustees Of Dartmouth College)

Plain-English plan 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, 403(B) Defined Contribution Retirement Plan For Dartmouth College Faculty And Staff is a benefit plan reported by Trustees Of Dartmouth College under EIN 02-0222111 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,078 participants and $345,029,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Dartmouth College
EIN
02-0222111
Plan number
001
Plan type
2
Location
Hanover, NH
Latest filing year
2023
Participants
1,078
End-of-year plan assets
$345,029,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,078H, C20240730124434NAL0013385123006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$345,029,586
Net assets (EOY)
$345,029,586
Net assets (BOY)
$328,833,809

Income & contributions

Employer contributions
$1,122,899
Participant contributions
$188,964
Total contributions
$1,311,863
Total income / additions
$42,396,920

Expenses & distributions

Benefits paid
$26,184,612
Administrative expenses
$16,531
Total expenses
$26,201,143
Net increase / (decrease)
$16,195,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$12,340$02023
Fidelity Inv Instl Ops Co Inc.RECORDKEEPER$4,191$02023

Related Form 5500 pages