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, University Of Massachusetts Global 403(B) Defined Contribution Retirement Plan is a benefit plan reported by University Of Massachusetts Global under EIN 26-0152908 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,451 participants and $38,643,735 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,643,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,643,735
- Net assets (BOY)
- $32,569,267
Income & contributions
- Employer contributions
- $2,702,402
- Participant contributions
- $2,654,569
- Total contributions
- $5,568,705
- Total income / additions
- $10,324,844
Expenses & distributions
- Benefits paid
- $4,205,243
- Administrative expenses
- $40,862
- Total expenses
- $4,280,933
- Net increase / (decrease)
- $6,043,911