Mcphs University Tax Deferred Annuity 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 Tax Deferred Annuity Plan is a benefit plan reported by Mcphs University under EIN 04-2104700 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,992 participants and $106,947,155 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$106.9MPlan net assets, end of year$106,947,155
Participants2KCovered participants reported1,992
Assets / participant$53.7KComputed: assets ÷ participants$53,688 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Mcphs University
- EIN
- 04-2104700
- Plan number
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,992 | H, C | 20241010115041NAL0039912914001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$106.9M total assets
Net assets$106.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $106,947,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,947,155
- Net assets (BOY)
- $90,211,740
Income & contributions
- Participant contributions
- $8,400,775
- Total contributions
- $8,812,190
- Total income / additions
- $24,466,086
Expenses & distributions
- Benefits paid
- $7,672,000
- Administrative expenses
- $57,984
- Total expenses
- $7,730,671
- Net increase / (decrease)
- $16,735,415
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,311 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Inst. Oper. Company | RECORDKEEPER | -$84,260 | $0 | 2023 |