401(A) Def Cont Ret Plan For Dartmouth College Faculty/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, 401(A) Def Cont Ret Plan For Dartmouth College Faculty/Staff is a benefit plan reported by Trustees Of Dartmouth College under EIN 02-0222111 and plan number 005. The latest loaded filing year is 2023. The filing reports 7,570 participants and $819,806,367 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
005
Plan type
2
Location
Hanover, NH
Latest filing year
2023
Participants
7,570
End-of-year plan assets
$819,806,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,570H, C20240730125755NAL0043793010005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$819,806,367
Net assets (EOY)
$819,806,367
Net assets (BOY)
$688,171,831

Income & contributions

Employer contributions
$31,975,446
Total contributions
$31,975,446
Total income / additions
$162,028,019

Expenses & distributions

Benefits paid
$30,020,399
Administrative expenses
$373,084
Total expenses
$30,393,483
Net increase / (decrease)
$131,634,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Institutional Ops Co.RECORDKEEPER$289,291$02023
TiaaNONE$83,793$02023

Related Form 5500 pages