The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan — Form 5500 plan (The Charles Stark Draper Laboratory, 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, The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan is a benefit plan reported by The Charles Stark Draper Laboratory, Inc. under EIN 04-2505372 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,273 participants and $414,855,654 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$414.9MPlan net assets, end of year$414,855,654
Participants2.3KCovered participants reported2,273
Assets / participant$182.5KComputed: assets ÷ participants$182,515 (computed)
Provider compensation$90.7K2 Schedule C provider row(s)$90,689
- Plan sponsor
- The Charles Stark Draper Laboratory, Inc.
- EIN
- 04-2505372
- Plan number
- 003
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,273 | H, C | 20241011092635NAL0036522112001 |
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)$414.9M total assets
Net assets$414.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $414,855,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $414,855,654
- Net assets (BOY)
- $357,310,294
Income & contributions
- Participant contributions
- $15,716,399
- Total contributions
- $26,909,994
- Total income / additions
- $81,706,996
Expenses & distributions
- Benefits paid
- $24,055,181
- Administrative expenses
- $94,533
- Total expenses
- $24,161,636
- Net increase / (decrease)
- $57,545,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $55,814 | $0 | 2023 |
| Mercer Investments LLC | NONE | $34,875 | not reported in the loaded dataset | 2023 |