Tufts Medical Center, Inc. Retirement Savings Plan - 403(B) — Form 5500 plan (Tufts Medical Center, 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, Tufts Medical Center, Inc. Retirement Savings Plan - 403(B) is a benefit plan reported by Tufts Medical Center, Inc. under EIN 04-3400617 and plan number 007. The latest loaded filing year is 2023. The filing reports 8,051 participants and $335,244,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tufts Medical Center, Inc.
- EIN
- 04-3400617
- Plan number
- 007
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 8,051
- End-of-year plan assets
- $335,244,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,051 | H, C | 20241015152615NAL0056947410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $335,244,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,244,421
- Net assets (BOY)
- $629,832,186
Income & contributions
- Employer contributions
- $8,720,132
- Participant contributions
- $30,412,895
- Total contributions
- $42,607,160
- Total income / additions
- $134,116,206
Expenses & distributions
- Benefits paid
- $51,634,164
- Administrative expenses
- $369,639
- Total expenses
- $52,154,197
- Net increase / (decrease)
- $81,962,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invsts Instl Oper Co, Inc. | NONE | $189,143 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $119,204 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $28,994 | not reported in the loaded dataset | 2023 |
| Sage View Advisory Group, LLC | NONE | $20,272 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | NONE | $1,350 | $0 | 2023 |
| Unum Life Ins. Co. Of America | NONE | $0 | $25 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tufts Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Invsts Instl Oper Co, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Sage View Advisory Group, LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Unum Life Ins. Co. Of America — Schedule C compensation