Simmons University Retirement Plan — Form 5500 plan (Simmons 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, Simmons University Retirement Plan is a benefit plan reported by Simmons University under EIN 04-2103629 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,152 participants and $255,376,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons University
- EIN
- 04-2103629
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,152
- End-of-year plan assets
- $255,376,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,152 | H, C | 20241014105432NAL0013162931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $255,376,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,376,101
- Net assets (BOY)
- $237,744,747
Income & contributions
- Employer contributions
- $2,129,260
- Participant contributions
- $3,036,296
- Total contributions
- $5,397,216
- Total income / additions
- $39,859,522
Expenses & distributions
- Benefits paid
- $22,068,663
- Administrative expenses
- $140,549
- Total expenses
- $22,228,168
- Net increase / (decrease)
- $17,631,354
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $52,852 | $0 | 2023 |
| Cbiz Cpas P.C. | NONE | $45,180 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors, LLC | NONE | $36,050 | not reported in the loaded dataset | 2023 |
| Dkc Retirement Associates LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simmons University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Tiaa — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Dkc Retirement Associates LLC — Schedule C compensation