New England Conservatory Of Music 403(B) Plan — Form 5500 plan (New England Conservatory)

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, New England Conservatory Of Music 403(B) Plan is a benefit plan reported by New England Conservatory under EIN 23-7225104 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $72,212,230 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$72.2MPlan net assets, end of year$72,212,230
Participants1.1KCovered participants reported1,054
Assets / participant$68.5KComputed: assets ÷ participants$68,513 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
New England Conservatory
EIN
23-7225104
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,054H, C20241015134846NAL0056451890001
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)$72.2M total assets
Net assets$72.2MLiabilities$0
Money in vs. money out
Total income / additions$12.3M
Total expenses$5.7M
Benefits paid / distributions$5.7M
Contributions
Employer$690.1K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$72,212,230
Total liabilities (EOY)
$0
Net assets (EOY)
$72,212,230
Net assets (BOY)
$65,611,564

Income & contributions

Employer contributions
$690,129
Participant contributions
$1,931,297
Total contributions
$2,739,619
Total income / additions
$12,332,534

Expenses & distributions

Benefits paid
$5,717,887
Administrative expenses
$1,550
Total expenses
$5,731,868
Net increase / (decrease)
$6,600,666
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income46%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Inst Oper Company, IncRECORDKEEPER-$4,544$02023

Related Form 5500 pages