Plan5500

Clark University Retirement Plan — Form 5500 plan (Clark 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, Clark University Retirement Plan is a benefit plan reported by Clark University under EIN 04-2111203 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,867 participants and $351,037,502 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clark University
EIN
04-2111203
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
1,867
End-of-year plan assets
$351,037,502

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,867H, C20241010075004NAL0011278387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$351,037,502
Total liabilities (EOY)
$0
Net assets (EOY)
$351,037,502
Net assets (BOY)
$309,320,526

Income & contributions

Employer contributions
$5,144,382
Participant contributions
$5,413,930
Total contributions
$12,746,284
Total income / additions
$58,969,404

Expenses & distributions

Benefits paid
$17,055,443
Administrative expenses
$196,985
Total expenses
$17,252,428
Net increase / (decrease)
$41,716,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$81,395$02023
Fiducient Advisors, LLCNONE$58,287not reported in the loaded dataset2023
Fidelity Investments InstitutionalNONE$37,498$02023
Stowe & Degon, LLCNONE$16,200not reported in the loaded dataset2023

Related Form 5500 pages