Plan5500

Retirement Plan For Employees Of Dana-Farber Cancer Institute, Inc — Form 5500 plan (Dana-Farber Cancer Institute, Inc)

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, Retirement Plan For Employees Of Dana-Farber Cancer Institute, Inc is a benefit plan reported by Dana-Farber Cancer Institute, Inc under EIN 04-2263040 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $34,485,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dana-Farber Cancer Institute, Inc
EIN
04-2263040
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
368
End-of-year plan assets
$34,485,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20250709111337NAL0012906818001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,485,806
Net assets (EOY)
$34,485,806
Net assets (BOY)
$31,294,571

Income & contributions

Total income / additions
$5,433,578

Expenses & distributions

Benefits paid
$2,097,017
Administrative expenses
$145,326
Total expenses
$2,242,343
Net increase / (decrease)
$3,191,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mellon BankBROKER$45,129not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$42,380$02023
Cfas LLCCONSULTING$12,326not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages