Plan5500

Tufts University Voluntary Retirement Plan — Form 5500 plan (Trustees Of Tufts 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, Tufts University Voluntary Retirement Plan is a benefit plan reported by Trustees Of Tufts College under EIN 04-2103634 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,419 participants and $903,438,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Tufts College
EIN
04-2103634
Plan number
001
Plan type
2
Location
Medford, MA
Latest filing year
2023
Participants
8,419
End-of-year plan assets
$903,438,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,419H, C20241010130315NAL0020111137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$903,438,342
Net assets (EOY)
$903,438,342
Net assets (BOY)
$795,770,448

Income & contributions

Participant contributions
$36,728,799
Total contributions
$45,428,068
Total income / additions
$168,165,780

Expenses & distributions

Benefits paid
$60,170,588
Administrative expenses
$327,298
Total expenses
$60,497,886
Net increase / (decrease)
$107,667,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Inst Op'S Co Incnot reported in the loaded dataset$0$88,1802023
Aon Hewitt Investment ConsultingCONSULTANT$47,250not reported in the loaded dataset2023
Bdo Usa P.C.ACCOUNTANT/AUDITOR$25,879not reported in the loaded dataset2023

Related Form 5500 pages