Harvard University Retirement Plan — Form 5500 plan (President & Fellows Of Harvard College Harvard Human Resources, Benefi)
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, Harvard University Retirement Plan is a benefit plan reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,070 participants and $1,569,353,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- President & Fellows Of Harvard College Harvard Human Resources, Benefi
- EIN
- 04-2103580
- Plan number
- 003
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 9,070
- End-of-year plan assets
- $1,569,353,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,070 | H, C | 20241009190908NAL0033771392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,569,353,788
- Total liabilities (EOY)
- $2,041
- Net assets (EOY)
- $1,569,351,747
- Net assets (BOY)
- $1,513,236,301
Income & contributions
- Employer contributions
- $11,670,485
- Total contributions
- $11,670,485
- Total income / additions
- $184,939,373
Expenses & distributions
- Benefits paid
- $127,349,708
- Administrative expenses
- $1,474,219
- Total expenses
- $128,823,927
- Net increase / (decrease)
- $56,115,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Management Company, Llp | INVESTMENT MANAGEMENT | $401,575 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARIAL CONSULTING | $241,454 | not reported in the loaded dataset | 2023 |
| Tiaa | INVESTMENT MANAGER | $45,238 | not reported in the loaded dataset | 2023 |
| Ropes & Gray | LEGAL CONSULTING | $26,788 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for President & Fellows Of Harvard College Harvard Human Resources, Benefi
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Wellington Management Company, Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Tiaa — Schedule C compensation
- Ropes & Gray — Schedule C compensation