Merrimack College 403(B) Retirement Plan — Form 5500 plan (Merrimack 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, Merrimack College 403(B) Retirement Plan is a benefit plan reported by Merrimack College under EIN 04-2103731 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,784 participants and $165,180,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merrimack College
- EIN
- 04-2103731
- Plan number
- 001
- Plan type
- 2
- Location
- North Andover, MA
- Latest filing year
- 2023
- Participants
- 1,784
- End-of-year plan assets
- $165,180,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,784 | H, C | 20241012170837NAL0042068784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,180,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,180,906
- Net assets (BOY)
- $150,115,508
Income & contributions
- Employer contributions
- $3,543,951
- Participant contributions
- $3,927,373
- Total contributions
- $7,581,893
- Total income / additions
- $28,097,295
Expenses & distributions
- Benefits paid
- $12,977,689
- Administrative expenses
- $54,208
- Total expenses
- $13,031,897
- Net increase / (decrease)
- $15,065,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $8,125 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $7,846 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $737 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merrimack College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in North Andover, MA
- Sageview Advisory Group — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation