Dana-Farber Cancer Institute Retirement Plan — 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, Dana-Farber Cancer Institute Retirement Plan is a benefit plan reported by Dana-Farber Cancer Institute, Inc. under EIN 04-2263040 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,595 participants and $788,456,235 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$788.5MPlan net assets, end of year$788,456,235
Participants8.6KCovered participants reported8,595
Assets / participant$91.7KComputed: assets ÷ participants$91,734 (computed)
Provider compensation$170.5K6 Schedule C provider row(s)$170,483
Plan sponsor
Dana-Farber Cancer Institute, Inc.
EIN
04-2263040
Plan number
003
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,595H, C20241004084707NAL0005545763003
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)$788.5M total assets
Net assets$788.5MLiabilities
Money in vs. money out
Total income / additions$176.1M
Total expenses$22.9M
Benefits paid / distributions$22.7M
Contributions
Employer$46.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$788,456,235
Net assets (EOY)
$788,456,235
Net assets (BOY)
$635,251,544

Income & contributions

Employer contributions
$46,554,654
Total contributions
$46,554,654
Total income / additions
$176,092,072

Expenses & distributions

Benefits paid
$22,716,898
Administrative expenses
$170,483
Total expenses
$22,887,381
Net increase / (decrease)
$153,204,691
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 assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$77,831not reported in the loaded dataset2023
Dana-Farber Cancer InstitutePLAN SPONSOR$47,708not reported in the loaded dataset2023
Capfinancial PartnersNONE$32,500not reported in the loaded dataset2023
Caron & Bletzer, PllcNONE$5,625not reported in the loaded dataset2023
TiaaNONE$4,594$02023
Fidelity Investments InstitutionalRECORDKEEPER$2,225$02023

Related Form 5500 pages