Berklee College Of Music, Inc. 403(B) Retirement Savings 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. 403(B) Retirement Savings Plan is a benefit plan reported by Berklee College Of Music, Inc. under EIN 04-2300472 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,992 participants and $265,512,449 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
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
2,992
End-of-year plan assets
$265,512,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,992H, C20241010130729NAL0035758960004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$265,512,449
Net assets (EOY)
$265,512,449
Net assets (BOY)
$230,370,700

Income & contributions

Employer contributions
$8,264,218
Participant contributions
$12,830,570
Total contributions
$23,829,876
Total income / additions
$62,436,852

Expenses & distributions

Benefits paid
$27,098,322
Administrative expenses
$120,514
Total expenses
$27,295,103
Net increase / (decrease)
$35,141,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$120,513$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages