The Mitre Corporation Qualified Retirement Plan — Form 5500 plan (The Mitre Corporation)

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, The Mitre Corporation Qualified Retirement Plan is a benefit plan reported by The Mitre Corporation under EIN 04-2239742 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,415 participants and $2,564,495,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mitre Corporation
EIN
04-2239742
Plan number
002
Plan type
2
Location
Bedford, MA
Latest filing year
2023
Participants
17,415
End-of-year plan assets
$2,564,495,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,415H, C20240919134304NAL0002379219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,564,495,046
Total liabilities (EOY)
$0
Net assets (EOY)
$2,564,495,046
Net assets (BOY)
$2,245,275,345

Income & contributions

Employer contributions
$107,036,173
Total contributions
$107,253,035
Total income / additions
$492,288,102

Expenses & distributions

Benefits paid
$172,737,572
Administrative expenses
$330,829
Total expenses
$173,068,401
Net increase / (decrease)
$319,219,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$230,283not reported in the loaded dataset2023
TiaaCONTRACT ADMIN$55,937not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORDKEEPER$42,395$02023

Related Form 5500 pages