Dana-Farber Cancer Institute Tax Deferred Annuity 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 Tax Deferred Annuity Plan is a benefit plan reported by Dana-Farber Cancer Institute, Inc. under EIN 04-2263040 and plan number 004. The latest loaded filing year is 2023. The filing reports 12,056 participants and $735,181,179 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$735.2MPlan net assets, end of year$735,181,179
Participants12.1KCovered participants reported12,056
Assets / participant$61KComputed: assets ÷ participants$60,981 (computed)
Provider compensation$167.9K6 Schedule C provider row(s)$167,921
- Plan sponsor
- Dana-Farber Cancer Institute, Inc.
- EIN
- 04-2263040
- Plan number
- 004
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,056 | H, C | 20241004084707NAL0005545763001 |
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)$735.2M total assets
Net assets$735.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $735,181,179
- Net assets (EOY)
- $735,181,179
- Net assets (BOY)
- $594,679,916
Income & contributions
- Participant contributions
- $53,739,514
- Total contributions
- $60,056,709
- Total income / additions
- $171,264,318
Expenses & distributions
- Benefits paid
- $30,569,977
- Administrative expenses
- $171,146
- Total expenses
- $30,763,055
- Net increase / (decrease)
- $140,501,263
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 assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $68,846 | not reported in the loaded dataset | 2023 |
| Dana-Farber Cancer Institute | PLAN SPONSOR | $44,710 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,540 | $0 | 2023 |
| Tiaa | NONE | $3,125 | $0 | 2023 |
| Lincoln National Corporation | NONE | $200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dana-Farber Cancer Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Strategic Advisors, Inc. — Schedule C compensation
- Dana-Farber Cancer Institute — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Tiaa — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation