Mcphs University Pension Plan — Form 5500 plan (Mcphs 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, Mcphs University Pension Plan is a benefit plan reported by Mcphs University under EIN 04-2104700 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,049 participants and $131,089,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcphs University
- EIN
- 04-2104700
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,049
- End-of-year plan assets
- $131,089,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,049 | H, C | 20250115091415NAL0012600835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,089,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,089,242
- Net assets (BOY)
- $111,174,140
Income & contributions
- Employer contributions
- $7,973,678
- Total contributions
- $7,973,678
- Total income / additions
- $25,589,188
Expenses & distributions
- Benefits paid
- $5,711,145
- Administrative expenses
- -$37,059
- Total expenses
- $5,674,086
- Net increase / (decrease)
- $19,915,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $3,398 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc | SERVICE PROVIDER | $3,184 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | SERVICE PROVIDER | $0 | $0 | 2023 |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | -$43,641 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcphs University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Strategic Advisors, Inc. — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation
- Fidelity Inv Inst Oper Company Inc. — Schedule C compensation