Franklin W. Olin College Of Engineering 403(B) Retirement Plan — Form 5500 plan (Franklin W. Olin College Of Engineering)
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, Franklin W. Olin College Of Engineering 403(B) Retirement Plan is a benefit plan reported by Franklin W. Olin College Of Engineering under EIN 06-1519057 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $62,213,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin W. Olin College Of Engineering
- EIN
- 06-1519057
- Plan number
- 001
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $62,213,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240709123605NAL0007861747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,213,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,213,962
- Net assets (BOY)
- $51,687,585
Income & contributions
- Employer contributions
- $1,038,580
- Participant contributions
- $1,590,471
- Total contributions
- $4,370,013
- Total income / additions
- $13,896,758
Expenses & distributions
- Benefits paid
- $3,288,720
- Administrative expenses
- $81,661
- Total expenses
- $3,370,381
- Net increase / (decrease)
- $10,526,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $42,833 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $8,922 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | $846 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Franklin W. Olin College Of Engineering
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Needham, MA
- Tiaa — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Fidelity Inv Inst Oper Company Inc. — Schedule C compensation