Emmanuel College Defined Contribution Plan — Form 5500 plan (Trustees Of Emmanuel 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, Emmanuel College Defined Contribution Plan is a benefit plan reported by Trustees Of Emmanuel College under EIN 04-2105769 and plan number 001. The latest loaded filing year is 2023. The filing reports 885 participants and $108,359,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Emmanuel College
- EIN
- 04-2105769
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 885
- End-of-year plan assets
- $108,359,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 885 | H, C | 20241015132849NAL0029787969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,359,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,359,120
- Net assets (BOY)
- $94,702,784
Income & contributions
- Employer contributions
- $2,028,502
- Participant contributions
- $2,137,516
- Total contributions
- $4,342,214
- Total income / additions
- $18,527,737
Expenses & distributions
- Benefits paid
- $4,732,782
- Administrative expenses
- $129,621
- Total expenses
- $4,871,401
- Net increase / (decrease)
- $13,656,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $67,944 | $0 | 2023 |
| Fiduciary Investment Advisors LLC | NONE | $34,608 | not reported in the loaded dataset | 2023 |
| Gray, Gray & Gray Llp | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $9,544 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Emmanuel College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Tiaa — Schedule C compensation
- Fiduciary Investment Advisors LLC — Schedule C compensation
- Gray, Gray & Gray Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation