Berklee College Of Music, Inc. Retirement Plan — Form 5500 plan (Berklee College Of Music, 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, Berklee College Of Music, Inc. Retirement Plan is a benefit plan reported by Berklee College Of Music, Inc. under EIN 04-2300472 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $99,210,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berklee College Of Music, Inc.
- EIN
- 04-2300472
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $99,210,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241015143829NAL0030008689002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,210,389
- Net assets (EOY)
- $99,210,389
- Net assets (BOY)
- $95,909,650
Income & contributions
- Employer contributions
- $5,813,911
- Total contributions
- $5,813,911
- Total income / additions
- $15,486,306
Expenses & distributions
- Benefits paid
- $11,427,100
- Administrative expenses
- $758,467
- Total expenses
- $12,185,567
- Net increase / (decrease)
- $3,300,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | ACTUARY | $57,968 | $0 | 2023 |
| Heronbridge | INVESTMENT MANAGER | $31,302 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | ADMINISTRATOR | $21,987 | not reported in the loaded dataset | 2023 |
| Highclere International Investors | INVESTMENT MANAGER | $19,880 | not reported in the loaded dataset | 2023 |
| Prime Buchholz & Associates, Inc. | INVESTMENT MANAGER | $13,326 | not reported in the loaded dataset | 2023 |
| Wellington Management Group Llp | INVESTMENT MANAGER | $9,494 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berklee College Of Music, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Heronbridge — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Highclere International Investors — Schedule C compensation
- Prime Buchholz & Associates, Inc. — Schedule C compensation
- Wellington Management Group Llp — Schedule C compensation
- National Financial Services — Schedule C compensation