Bentley University Retirement Plan — Form 5500 plan (Bentley University)
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, Bentley University Retirement Plan is a benefit plan reported by Bentley University under EIN 04-1081650 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,346 participants and $453,655,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bentley University
- EIN
- 04-1081650
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 2,346
- End-of-year plan assets
- $453,655,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,346 | H, C | 20241008083244NAL0017286465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $453,655,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $453,655,025
- Net assets (BOY)
- $406,847,694
Income & contributions
- Employer contributions
- $8,561,875
- Participant contributions
- $8,749,657
- Total contributions
- $19,602,683
- Total income / additions
- $86,372,339
Expenses & distributions
- Benefits paid
- $39,284,587
- Administrative expenses
- $264,273
- Total expenses
- $39,565,008
- Net increase / (decrease)
- $46,807,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $139,420 | $0 | 2023 |
| Tiaa | CONTRACT ADMIN | $87,091 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $29,136 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | LEGAL | $7,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bentley University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Fid Inv Inst Ops Co — Schedule C compensation
- Tiaa — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation